Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,490 | $81,276+270.9% | $155,574+93.8% | $80,925+272.6% |
| Participation rate | 70.0% | 66.2%+3.8pp | 78.2%-8.2pp | 67.7%+2.3pp |
| Annual return | 12.00% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,546 | $3,103-50.2% | $4,676-66.9% | $2,756-43.9% |
| Participant deferral / active EE | $1,059 | $3,453-69.3% | $5,629-81.2% | $4,299-75.4% |
| Admin fee / account holder | $6,113 | $7,993-23.5% | $15,914-61.6% | $6,940-11.9% |