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 | $380,131 | $72,273+426.0% | $101,275+275.3% | $79,856+376.0% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 11.91% | 22.30%-10.4pp | 46.48%-34.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $16,560 | $2,691+515.3% | $3,660+352.4% | $2,471+570.1% |
| Participant deferral / active EE | $5,792 | $3,282+76.5% | $4,371+32.5% | $3,741+54.8% |
| Admin fee / account holder | $20,462 | $4,401+364.9% | $5,948+244.0% | $5,306+285.6% |