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 | $311,863 | $101,778+206.4% | $164,975+89.0% | $80,925+285.4% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.7%+28.6pp |
| Annual return | 15.92% | 16.73%-0.8pp | 70.12%-54.2pp | 35.65%-19.7pp |
| Employer contribution / active EE | $4,429 | $2,954+49.9% | $4,343+2.0% | $2,756+60.7% |
| Participant deferral / active EE | $7,837 | $4,477+75.1% | $6,033+29.9% | $4,299+82.3% |
| Admin fee / account holder | $6,580 | $8,221-20.0% | $12,688-48.1% | $6,940-5.2% |