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 | $264,277 | $89,367+195.7% | $141,191+87.2% | $72,975+262.1% |
| Participation rate | 93.6% | 75.1%+18.5pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 23.60% | 111.87%-88.3pp | 71.41%-47.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $3,911 | $3,115+25.6% | $4,736-17.4% | $2,440+60.3% |
| Participant deferral / active EE | $13,608 | $5,419+151.1% | $6,710+102.8% | $3,608+277.2% |
| Admin fee / account holder | $15,806 | $5,957+165.4% | $10,264+54.0% | $5,124+208.5% |