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 | $324,554 | $154,228+110.4% | $145,433+123.2% | $137,256+136.5% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 16.41% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $6,607 | $4,804+37.5% | $4,554+45.1% | $4,156+59.0% |
| Participant deferral / active EE | $11,080 | $8,216+34.9% | $7,897+40.3% | $6,407+72.9% |
| Admin fee / account holder | $4,472 | $14,344-68.8% | $13,129-65.9% | $12,270-63.6% |