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 | $288,677 | $106,749+170.4% | $145,433+98.5% | $82,448+250.1% |
| Participation rate | 93.2% | 75.6%+17.5pp | 82.1%+11.1pp | 68.1%+25.1pp |
| Annual return | 14.55% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $9,830 | $3,444+185.4% | $4,554+115.8% | $2,551+285.3% |
| Participant deferral / active EE | $12,088 | $6,519+85.4% | $7,897+53.1% | $4,139+192.0% |
| Admin fee / account holder | $2,134 | $8,390-74.6% | $13,129-83.7% | $7,234-70.5% |