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 | $255,862 | $106,749+139.7% | $145,433+75.9% | $82,448+210.3% |
| Participation rate | 97.6% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.5pp |
| Annual return | 14.60% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $6,641 | $3,444+92.8% | $4,554+45.8% | $2,551+160.3% |
| Participant deferral / active EE | $11,758 | $6,519+80.4% | $7,897+48.9% | $4,139+184.0% |
| Admin fee / account holder | $2,101 | $8,390-75.0% | $13,129-84.0% | $7,234-71.0% |