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 | $280,057 | $77,920+259.4% | $149,723+87.0% | $75,177+272.5% |
| Participation rate | 76.5% | 65.6%+10.9pp | 78.8%-2.3pp | 67.2%+9.3pp |
| Annual return | 17.00% | 31.72%-14.7pp | 134.50%-117.5pp | 160.75%-143.8pp |
| Employer contribution / active EE | $4,503 | $3,138+43.5% | $4,821-6.6% | $2,671+68.6% |
| Participant deferral / active EE | $9,913 | $3,411+190.6% | $5,682+74.4% | $4,126+140.2% |
| Admin fee / account holder | $22,082 | $5,951+271.1% | $13,215+67.1% | $5,651+290.7% |