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 | $361,312 | $106,524+239.2% | $152,301+137.2% | $87,485+313.0% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.4%+6.6pp | 68.9%+20.1pp |
| Annual return | 18.14% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,891 | $3,371-43.9% | $4,624-59.1% | $2,596-27.1% |
| Participant deferral / active EE | $11,144 | $6,525+70.8% | $8,004+39.2% | $4,274+160.8% |
| Admin fee / account holder | $14,705 | $8,287+77.5% | $14,398+2.1% | $7,775+89.1% |