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 | $290,823 | $80,983+259.1% | $96,544+201.2% | $75,177+286.8% |
| Participation rate | 94.0% | 71.8%+22.2pp | 76.0%+18.0pp | 67.2%+26.8pp |
| Annual return | 13.74% | 27.05%-13.3pp | 25.88%-12.1pp | 160.75%-147.0pp |
| Employer contribution / active EE | $7,643 | $2,282+234.9% | $2,966+157.7% | $2,671+186.1% |
| Participant deferral / active EE | $6,350 | $3,929+61.6% | $4,851+30.9% | $4,126+53.9% |
| Admin fee / account holder | $16,228 | $6,717+141.6% | $8,254+96.6% | $5,651+187.2% |