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 | $326,863 | $106,524+206.8% | $152,301+114.6% | $87,485+273.6% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 16.82% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $13,851 | $3,371+310.9% | $4,624+199.5% | $2,596+433.5% |
| Participant deferral / active EE | $15,382 | $6,525+135.7% | $8,004+92.2% | $4,274+259.9% |
| Admin fee / account holder | $3,273 | $8,287-60.5% | $14,398-77.3% | $7,775-57.9% |