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 | $389,813 | $81,331+379.3% | $155,534+150.6% | $80,935+381.6% |
| Participation rate | 96.3% | 66.3%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 15.79% | 33.37%-17.6pp | 64.92%-49.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $17,423 | $3,105+461.2% | $4,675+272.7% | $2,757+532.0% |
| Participant deferral / active EE | $15,861 | $3,454+359.2% | $5,630+181.7% | $4,299+268.9% |
| Admin fee / account holder | $4,978 | $7,999-37.8% | $15,900-68.7% | $6,924-28.1% |