Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $258,856 | $72,486+257.1% | $87,103+197.2% | $72,976+254.7% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.8pp |
| Annual return | 17.33% | 24.46%-7.1pp | 28.19%-10.9pp | 81.02%-63.7pp |
| Employer contribution / active EE | $11,443 | $1,894+504.2% | $2,521+353.8% | $2,440+369.0% |
| Participant deferral / active EE | $5,509 | $3,270+68.5% | $4,049+36.1% | $3,608+52.7% |
| Admin fee / account holder | $52,426 | $5,055+937.2% | $7,491+599.8% | $5,124+923.1% |