Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $279,277 | $100,147+178.9% | $81,286+243.6% | $145,877+91.4% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.5%+24.9pp | 80.3%+14.1pp |
| Annual return | 9.03% | 34.44%-25.4pp | 24.80%-15.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $3,084 | $2,977+3.6% | $2,463+25.2% | $4,663-33.9% |
| Participant deferral / active EE | $12,031 | $4,607+161.1% | $3,883+209.8% | $6,691+79.8% |
| Admin fee / account holder | $23,221 | $8,201+183.2% | $5,764+302.9% | $13,402+73.3% |