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 | $347,002 | $95,404+263.7% | $113,397+206.0% | $82,637+319.9% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.5%+22.0pp | 68.1%+30.4pp |
| Annual return | 13.15% | 19.08%-5.9pp | 23.20%-10.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $7,140 | $2,307+209.5% | $2,977+139.8% | $2,552+179.8% |
| Participant deferral / active EE | $8,135 | $4,220+92.8% | $5,076+60.3% | $4,126+97.2% |
| Admin fee / account holder | $20,134 | $9,168+119.6% | $11,957+68.4% | $7,339+174.3% |