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 | $296,560 | $110,379+168.7% | $102,412+189.6% | $145,884+103.3% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 10.79% | 24.84%-14.1pp | 24.94%-14.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,652 | $4,216-13.4% | $3,870-5.6% | $4,662-21.7% |
| Participant deferral / active EE | $8,722 | $5,622+55.1% | $5,060+72.4% | $6,690+30.4% |
| Admin fee / account holder | $13,825 | $9,745+41.9% | $8,388+64.8% | $13,392+3.2% |