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 | $367,328 | $73,988+396.5% | $96,538+280.5% | $75,177+388.6% |
| Participation rate | 82.4% | 66.4%+15.9pp | 74.3%+8.0pp | 67.2%+15.1pp |
| Annual return | 16.62% | 26.73%-10.1pp | 35.74%-19.1pp | 160.75%-144.1pp |
| Employer contribution / active EE | $13,633 | $2,930+365.2% | $3,740+264.5% | $2,671+410.4% |
| Participant deferral / active EE | $7,396 | $3,660+102.1% | $4,880+51.6% | $4,126+79.2% |
| Admin fee / account holder | $30,372 | $5,220+481.9% | $6,737+350.8% | $5,651+437.4% |