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 | $561,104 | $106,524+426.7% | $152,301+268.4% | $87,485+541.4% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.4%-10.7pp | 68.9%+2.9pp |
| Annual return | 15.36% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $7,913 | $3,371+134.7% | $4,624+71.1% | $2,596+204.8% |
| Participant deferral / active EE | $8,697 | $6,525+33.3% | $8,004+8.7% | $4,274+103.5% |
| Admin fee / account holder | $4,293 | $8,287-48.2% | $14,398-70.2% | $7,775-44.8% |