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 | $290,901 | $77,574+275.0% | $108,753+167.5% | $86,983+234.4% |
| Participation rate | 75.8% | 62.3%+13.5pp | 71.1%+4.7pp | 69.5%+6.2pp |
| Annual return | 13.74% | 18.42%-4.7pp | 37.47%-23.7pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,430 | $1,611+50.9% | $2,427+0.1% | $2,584-6.0% |
| Participant deferral / active EE | $6,034 | $3,128+92.9% | $4,115+46.6% | $4,194+43.9% |
| Admin fee / account holder | $31,337 | $6,529+380.0% | $10,320+203.7% | $7,856+298.9% |