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 | $338,726 | $77,638+336.3% | $156,551+116.4% | $62,881+438.7% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 9.09% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,181 | $3,444-65.7% | $5,501-78.5% | $2,281-48.2% |
| Participant deferral / active EE | $2,413 | $3,046-20.8% | $4,871-50.5% | $3,203-24.6% |
| Admin fee / account holder | $3,360 | $5,561-39.6% | $13,028-74.2% | $4,296-21.8% |