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 | $315,597 | $106,749+195.6% | $145,433+117.0% | $82,448+282.8% |
| Participation rate | 85.0% | 75.6%+9.4pp | 82.1%+2.9pp | 68.1%+16.9pp |
| Annual return | 16.04% | 27.59%-11.6pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,794 | $3,444+39.2% | $4,554+5.3% | $2,551+87.9% |
| Participant deferral / active EE | $12,803 | $6,519+96.4% | $7,897+62.1% | $4,139+209.3% |
| Admin fee / account holder | $25,289 | $8,390+201.4% | $13,129+92.6% | $7,234+249.6% |