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 | $453,703 | $81,358+457.7% | $155,556+191.7% | $80,959+460.4% |
| Participation rate | 78.9% | 66.3%+12.7pp | 78.2%+0.7pp | 67.7%+11.3pp |
| Annual return | 15.75% | 33.39%-17.6pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $13,649 | $3,106+339.4% | $4,675+191.9% | $2,757+395.0% |
| Participant deferral / active EE | $10,354 | $3,455+199.6% | $5,631+83.9% | $4,300+140.8% |
| Admin fee / account holder | $11,000 | $7,994+37.6% | $15,885-30.8% | $6,925+58.8% |