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 | $500,199 | $153,769+225.3% | $133,975+273.4% | $273,972+82.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 9.23% | 36.51%-27.3pp | 29.29%-20.1pp | 41.46%-32.2pp |
| Employer contribution / active EE | $11,276 | $6,029+87.0% | $5,211+116.4% | $4,869+131.6% |
| Participant deferral / active EE | $9,206 | $6,958+32.3% | $6,282+46.5% | $5,287+74.1% |
| Admin fee / account holder | $1,126 | $11,765-90.4% | $9,324-87.9% | $10,133-88.9% |