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 | $279,368 | $84,236+231.6% | $170,435+63.9% | $70,126+298.4% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 12.91% | 23.06%-10.1pp | 205.94%-193.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $5,137 | $3,387+51.6% | $5,432-5.4% | $2,343+119.3% |
| Participant deferral / active EE | $6,012 | $3,086+94.8% | $4,939+21.7% | $3,332+80.5% |
| Admin fee / account holder | $109,496 | $5,698+1821.6% | $13,881+688.8% | $4,645+2257.0% |