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 | $273,943 | $81,276+237.1% | $155,574+76.1% | $80,925+238.5% |
| Participation rate | 80.5% | 66.2%+14.2pp | 78.2%+2.3pp | 67.7%+12.8pp |
| Annual return | 40.12% | 33.36%+6.8pp | 64.87%-24.7pp | 35.65%+4.5pp |
| Employer contribution / active EE | $11,434 | $3,103+268.5% | $4,676+144.5% | $2,756+314.9% |
| Participant deferral / active EE | $9,805 | $3,453+184.0% | $5,629+74.2% | $4,299+128.1% |
| Admin fee / account holder | $59,365 | $7,993+642.7% | $15,914+273.0% | $6,940+755.4% |