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 | $257,854 | $93,055+177.1% | $153,741+67.7% | $80,959+218.5% |
| Participation rate | 81.6% | 69.0%+12.6pp | 77.1%+4.5pp | 67.7%+13.9pp |
| Annual return | 17.53% | 19.97%-2.4pp | 15.71%+1.8pp | 35.67%-18.1pp |
| Employer contribution / active EE | $6,523 | $3,504+86.2% | $5,042+29.4% | $2,757+136.6% |
| Participant deferral / active EE | $10,234 | $5,172+97.9% | $6,757+51.5% | $4,300+138.0% |
| Admin fee / account holder | $7,736 | $8,881-12.9% | $12,749-39.3% | $6,925+11.7% |