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 | $81,233+237.2% | $155,567+76.1% | $80,874+238.7% |
| Participation rate | 80.5% | 66.2%+14.3pp | 78.2%+2.3pp | 67.6%+12.8pp |
| Annual return | 40.12% | 33.33%+6.8pp | 64.74%-24.6pp | 35.62%+4.5pp |
| Employer contribution / active EE | $11,434 | $3,101+268.8% | $4,674+144.6% | $2,756+314.9% |
| Participant deferral / active EE | $9,805 | $3,452+184.0% | $5,628+74.2% | $4,297+128.2% |
| Admin fee / account holder | $59,365 | $7,998+642.3% | $15,916+273.0% | $6,935+756.0% |