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 | $259,554 | $146,267+77.5% | $197,124+31.7% | $82,448+214.8% |
| Participation rate | 92.5% | 84.0%+8.5pp | 86.7%+5.8pp | 68.1%+24.4pp |
| Annual return | 14.02% | 29.61%-15.6pp | 44.34%-30.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $9,453 | $4,723+100.1% | $6,227+51.8% | $2,551+270.6% |
| Participant deferral / active EE | $8,085 | $7,035+14.9% | $9,135-11.5% | $4,139+95.3% |
| Admin fee / account holder | $33,002 | $14,422+128.8% | $16,298+102.5% | $7,234+356.2% |