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 | $256,146 | $105,284+143.3% | $150,734+69.9% | $94,015+172.5% |
| Participation rate | 84.7% | 71.7%+13.0pp | 78.4%+6.3pp | 70.8%+13.9pp |
| Annual return | 16.78% | 15.67%+1.1pp | 600.81%-584.0pp | 17.84%-1.1pp |
| Employer contribution / active EE | $1,840 | $3,599-48.9% | $4,918-62.6% | $2,790-34.0% |
| Participant deferral / active EE | $6,243 | $4,274+46.1% | $5,610+11.3% | $4,249+46.9% |
| Admin fee / account holder | $22,380 | $9,839+127.5% | $14,905+50.1% | $8,951+150.0% |