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 | $479,757 | $99,345+382.9% | $84,753+466.1% | $273,972+75.1% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 5.40% | 22.93%-17.5pp | 22.78%-17.4pp | 41.46%-36.1pp |
| Employer contribution / active EE | $14,588 | $4,214+246.2% | $3,574+308.1% | $4,869+199.6% |
| Participant deferral / active EE | $5,817 | $4,270+36.2% | $3,712+56.7% | $5,287+10.0% |
| Admin fee / account holder | $86,887 | $6,645+1207.5% | $5,333+1529.2% | $10,133+757.5% |