Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $308,480 | $138,393+122.9% | $184,256+67.4% | $80,959+281.0% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.7%+28.6pp |
| Annual return | 17.17% | 20.01%-2.8pp | 28.85%-11.7pp | 35.67%-18.5pp |
| Employer contribution / active EE | $6,498 | $4,847+34.0% | $6,427+1.1% | $2,757+135.7% |
| Participant deferral / active EE | $15,663 | $7,076+121.3% | $9,133+71.5% | $4,300+264.2% |
| Admin fee / account holder | $26,047 | $10,489+148.3% | $13,899+87.4% | $6,925+276.1% |