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 | $268,994 | $43,496+518.4% | $161,489+66.6% | $64,340+318.1% |
| Participation rate | 70.3% | 53.5%+16.7pp | 78.7%-8.4pp | 55.2%+15.0pp |
| Annual return | 37.73% | 20.76%+17.0pp | 89.72%-52.0pp | 24.14%+13.6pp |
| Employer contribution / active EE | $3,075 | $1,431+114.9% | $4,268-28.0% | $1,862+65.2% |
| Participant deferral / active EE | $9,273 | $1,996+364.6% | $5,630+64.7% | $2,980+211.1% |
| Admin fee / account holder | $3,420 | $2,330+46.8% | $16,006-78.6% | $3,703-7.6% |