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 | $95,453+263.5% | $112,040+209.7% | $82,448+320.9% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.5%+22.0pp | 68.1%+30.4pp |
| Annual return | 13.15% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $7,140 | $2,318+208.0% | $2,954+141.7% | $2,551+179.9% |
| Participant deferral / active EE | $8,135 | $4,224+92.6% | $5,098+59.6% | $4,139+96.5% |
| Admin fee / account holder | $20,134 | $9,013+123.4% | $12,098+66.4% | $7,234+178.3% |