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 | $254,230 | $81,331+212.6% | $155,534+63.5% | $80,935+214.1% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 13.05% | 33.37%-20.3pp | 64.92%-51.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,484 | $3,105-20.0% | $4,675-46.9% | $2,757-9.9% |
| Participant deferral / active EE | $6,197 | $3,454+79.4% | $5,630+10.1% | $4,299+44.1% |
| Admin fee / account holder | $53,958 | $7,999+574.6% | $15,900+239.4% | $6,924+679.3% |