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 | $262,737 | $81,504+222.4% | $102,437+156.5% | $80,959+224.5% |
| Participation rate | 91.9% | 66.9%+25.0pp | 74.5%+17.4pp | 67.7%+24.2pp |
| Annual return | 11.63% | 25.60%-14.0pp | 24.95%-13.3pp | 35.67%-24.0pp |
| Employer contribution / active EE | $7,266 | $3,104+134.1% | $3,871+87.7% | $2,757+163.5% |
| Participant deferral / active EE | $11,623 | $3,871+200.3% | $5,060+129.7% | $4,300+170.3% |
| Admin fee / account holder | $52,785 | $6,719+685.6% | $8,388+529.3% | $6,925+662.2% |