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 | $737,142 | $147,594+399.4% | $121,871+504.9% | $198,609+271.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.2%+1.8pp | 82.4%-7.4pp |
| Annual return | 14.49% | 12.94%+1.5pp | 13.57%+0.9pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,677 | $3,007-44.2% | $2,731-38.6% | $5,055-66.8% |
| Participant deferral / active EE | $4,254 | $5,168-17.7% | $4,318-1.5% | $6,977-39.0% |
| Admin fee / account holder | $185,716 | $15,134+1127.1% | $11,551+1507.8% | $19,030+875.9% |