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 | $332,409 | $153,769+116.2% | $133,975+148.1% | $273,972+21.3% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.1%+7.4pp | 83.0%+11.4pp |
| Annual return | 21.84% | 36.51%-14.7pp | 29.29%-7.5pp | 41.46%-19.6pp |
| Employer contribution / active EE | $12,511 | $6,029+107.5% | $5,211+140.1% | $4,869+157.0% |
| Participant deferral / active EE | $12,678 | $6,958+82.2% | $6,282+101.8% | $5,287+139.8% |
| Admin fee / account holder | $5,973 | $11,765-49.2% | $9,324-35.9% | $10,133-41.0% |