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 | $317,042 | $85,766+269.7% | $136,298+132.6% | $70,126+352.1% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 15.15% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $4,278 | $2,966+44.2% | $4,696-8.9% | $2,343+82.6% |
| Participant deferral / active EE | $11,294 | $5,051+123.6% | $6,247+80.8% | $3,332+239.0% |
| Admin fee / account holder | $9,455 | $5,421+74.4% | $9,244+2.3% | $4,645+103.5% |