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 | $321,236 | $55,902+474.6% | $76,030+322.5% | $80,959+296.8% |
| Participation rate | 86.2% | 62.1%+24.1pp | 69.1%+17.1pp | 67.7%+18.5pp |
| Annual return | 17.57% | 20.59%-3.0pp | 361.54%-344.0pp | 35.67%-18.1pp |
| Employer contribution / active EE | $25,311 | $1,867+1255.9% | $2,688+841.8% | $2,757+818.0% |
| Participant deferral / active EE | $18,931 | $3,051+520.5% | $4,257+344.7% | $4,300+340.2% |
| Admin fee / account holder | $10,475 | $5,239+99.9% | $6,421+63.1% | $6,925+51.3% |