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 | $334,504 | $78,015+328.8% | $178,505+87.4% | $80,959+313.2% |
| Participation rate | 96.6% | 65.7%+30.9pp | 77.1%+19.4pp | 67.7%+28.9pp |
| Annual return | 18.87% | 18.10%+0.8pp | 27.16%-8.3pp | 35.67%-16.8pp |
| Employer contribution / active EE | $7,538 | $2,281+230.4% | $3,955+90.6% | $2,757+173.4% |
| Participant deferral / active EE | $14,291 | $4,406+224.4% | $6,280+127.5% | $4,300+232.3% |
| Admin fee / account holder | $19,874 | $7,160+177.6% | $10,428+90.6% | $6,925+187.0% |