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 | $374,619 | $146,267+156.1% | $197,124+90.0% | $82,448+354.4% |
| Participation rate | 96.8% | 84.0%+12.8pp | 86.7%+10.1pp | 68.1%+28.7pp |
| Annual return | 15.77% | 29.61%-13.8pp | 44.34%-28.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $9,429 | $4,723+99.6% | $6,227+51.4% | $2,551+269.6% |
| Participant deferral / active EE | $17,403 | $7,035+147.4% | $9,135+90.5% | $4,139+320.4% |
| Admin fee / account holder | $2,761 | $14,422-80.9% | $16,298-83.1% | $7,234-61.8% |