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 | $355,250 | $86,938+308.6% | $102,423+246.8% | $80,925+339.0% |
| Participation rate | 74.1% | 72.4%+1.7pp | 76.5%-2.4pp | 67.7%+6.4pp |
| Annual return | 15.97% | 18.89%-2.9pp | 29.42%-13.4pp | 35.65%-19.7pp |
| Employer contribution / active EE | $2,691 | $2,369+13.6% | $3,023-11.0% | $2,756-2.4% |
| Participant deferral / active EE | $8,992 | $4,120+118.2% | $5,054+77.9% | $4,299+109.2% |
| Admin fee / account holder | $20,328 | $8,053+152.4% | $9,455+115.0% | $6,940+192.9% |