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 | $256,715 | $81,476+215.1% | $102,383+150.7% | $80,925+217.2% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 11.87% | 25.59%-13.7pp | 24.94%-13.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $6,140 | $3,105+97.8% | $3,870+58.6% | $2,756+122.8% |
| Participant deferral / active EE | $12,858 | $3,871+232.2% | $5,060+154.1% | $4,299+199.1% |
| Admin fee / account holder | $7,993 | $6,717+19.0% | $8,391-4.7% | $6,940+15.2% |