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 | $402,622 | $125,797+220.1% | $170,043+136.8% | $75,173+435.6% |
| Participation rate | 89.5% | 83.6%+5.9pp | 87.0%+2.5pp | 67.2%+22.3pp |
| Annual return | 21.52% | 27.20%-5.7pp | 53.40%-31.9pp | 160.72%-139.2pp |
| Employer contribution / active EE | $3,251 | $4,616-29.6% | $6,790-52.1% | $2,671+21.7% |
| Participant deferral / active EE | $13,490 | $6,838+97.3% | $10,410+29.6% | $4,126+226.9% |
| Admin fee / account holder | $10,823 | $8,177+32.4% | $12,824-15.6% | $5,651+91.5% |