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 | $277,254 | $76,551+262.2% | $123,894+123.8% | $62,881+340.9% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.8pp | 69.3%+26.9pp |
| Annual return | 7.04% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $13,605 | $2,882+372.0% | $4,617+194.7% | $2,281+496.5% |
| Participant deferral / active EE | $9,052 | $4,840+87.0% | $5,984+51.3% | $3,203+182.6% |
| Admin fee / account holder | $9,259 | $4,826+91.9% | $8,357+10.8% | $4,296+115.5% |