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 | $280,114 | $107,421+160.8% | $182,262+53.7% | $94,015+197.9% |
| Participation rate | 96.8% | 77.8%+19.0pp | 84.2%+12.6pp | 70.8%+26.0pp |
| Annual return | 18.09% | 21.32%-3.2pp | 140.60%-122.5pp | 17.84%+0.3pp |
| Employer contribution / active EE | $4,043 | $3,448+17.3% | $5,046-19.9% | $2,790+44.9% |
| Participant deferral / active EE | $11,703 | $6,558+78.5% | $8,276+41.4% | $4,249+175.4% |
| Admin fee / account holder | $93,680 | $8,692+977.8% | $16,712+460.6% | $8,951+946.6% |