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 | $251,712 | $93,617+168.9% | $135,982+85.1% | $75,177+234.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 21.11% | 30.89%-9.8pp | 68.32%-47.2pp | 160.75%-139.6pp |
| Employer contribution / active EE | $14,987 | $3,538+323.6% | $4,859+208.4% | $2,671+461.1% |
| Participant deferral / active EE | $12,176 | $6,406+90.1% | $7,760+56.9% | $4,126+195.1% |
| Admin fee / account holder | $2,771 | $6,980-60.3% | $10,767-74.3% | $5,651-51.0% |