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 | $318,813 | $87,106+266.0% | $105,607+201.9% | $80,935+293.9% |
| Participation rate | 95.5% | 70.4%+25.0pp | 75.3%+20.2pp | 67.7%+27.8pp |
| Annual return | 13.73% | 17.01%-3.3pp | 116.11%-102.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $4,230 | $2,396+76.5% | $3,167+33.6% | $2,757+53.4% |
| Participant deferral / active EE | $6,237 | $3,986+56.5% | $5,011+24.5% | $4,299+45.1% |
| Admin fee / account holder | $40,436 | $8,447+378.7% | $10,958+269.0% | $6,924+484.0% |