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 | $281,371 | $145,431+93.5% | $211,142+33.3% | $87,485+221.6% |
| Participation rate | 82.1% | 84.7%-2.6pp | 87.3%-5.1pp | 68.9%+13.2pp |
| Annual return | 29.22% | 27.21%+2.0pp | 46.84%-17.6pp | 26.06%+3.2pp |
| Employer contribution / active EE | $8,517 | $4,662+82.7% | $6,442+32.2% | $2,596+228.0% |
| Participant deferral / active EE | $18,049 | $6,859+163.2% | $9,284+94.4% | $4,274+322.3% |
| Admin fee / account holder | $11,693 | $17,052-31.4% | $19,076-38.7% | $7,775+50.4% |