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 | $302,861 | $88,672+241.6% | $105,223+187.8% | $82,448+267.3% |
| Participation rate | 79.5% | 67.9%+11.6pp | 75.0%+4.4pp | 68.1%+11.4pp |
| Annual return | 15.93% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $7,664 | $3,048+151.4% | $3,689+107.8% | $2,551+200.4% |
| Participant deferral / active EE | $10,285 | $4,036+154.8% | $5,072+102.8% | $4,139+148.5% |
| Admin fee / account holder | $6,051 | $7,146-15.3% | $8,859-31.7% | $7,234-16.4% |