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 | $387,257 | $117,846+228.6% | $102,434+278.1% | $145,884+165.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 9.43% | 31.90%-22.5pp | 29.46%-20.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,135 | $3,615-40.9% | $3,023-29.4% | $4,662-54.2% |
| Participant deferral / active EE | $6,693 | $5,733+16.7% | $5,055+32.4% | $6,690+0.1% |
| Admin fee / account holder | $138,872 | $13,356+939.8% | $9,462+1367.7% | $13,392+937.0% |