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 | $250,865 | $78,690+218.8% | $161,489+55.3% | $87,485+186.8% |
| Participation rate | 91.4% | 67.5%+24.0pp | 78.7%+12.7pp | 68.9%+22.5pp |
| Annual return | 19.18% | 32.74%-13.6pp | 89.72%-70.5pp | 26.06%-6.9pp |
| Employer contribution / active EE | $7,302 | $2,588+182.1% | $4,268+71.1% | $2,596+181.3% |
| Participant deferral / active EE | $4,632 | $3,311+39.9% | $5,630-17.7% | $4,274+8.4% |
| Admin fee / account holder | $1,693 | $6,724-74.8% | $16,006-89.4% | $7,775-78.2% |