Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $350,514 | $78,027+349.2% | $178,528+96.3% | $80,925+333.1% |
| Participation rate | 96.3% | 65.7%+30.6pp | 77.1%+19.2pp | 67.7%+28.6pp |
| Annual return | 12.06% | 18.09%-6.0pp | 27.11%-15.1pp | 35.65%-23.6pp |
| Employer contribution / active EE | $5,707 | $2,281+150.2% | $3,950+44.5% | $2,756+107.1% |
| Participant deferral / active EE | $15,587 | $4,408+253.6% | $6,278+148.3% | $4,299+262.6% |
| Admin fee / account holder | $16,699 | $7,168+133.0% | $10,419+60.3% | $6,940+140.6% |