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 | $310,524 | $111,814+177.7% | $103,374+200.4% | $145,959+112.7% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 18.25% | 24.77%-6.5pp | 24.89%-6.6pp | 561.95%-543.7pp |
| Employer contribution / active EE | $8,916 | $4,214+111.6% | $3,869+130.4% | $4,661+91.3% |
| Participant deferral / active EE | $4,460 | $5,618-20.6% | $5,058-11.8% | $6,689-33.3% |
| Admin fee / account holder | $11,655 | $9,754+19.5% | $8,394+38.8% | $13,398-13.0% |