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 | $254,282 | $86,050+195.5% | $189,758+34.0% | $94,015+170.5% |
| Participation rate | 87.1% | 68.9%+18.2pp | 79.8%+7.3pp | 70.8%+16.3pp |
| Annual return | 16.42% | 17.77%-1.4pp | 52.62%-36.2pp | 17.84%-1.4pp |
| Employer contribution / active EE | $7,912 | $2,819+180.6% | $4,767+66.0% | $2,790+183.6% |
| Participant deferral / active EE | $7,386 | $3,349+120.5% | $5,856+26.1% | $4,249+73.8% |
| Admin fee / account holder | $33,216 | $6,627+401.2% | $20,388+62.9% | $8,951+271.1% |