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 | $377,762 | $106,749+253.9% | $145,433+159.8% | $82,448+358.2% |
| Participation rate | 84.1% | 75.6%+8.5pp | 82.1%+2.0pp | 68.1%+16.1pp |
| Annual return | 16.56% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,153 | $3,444-66.5% | $4,554-74.7% | $2,551-54.8% |
| Participant deferral / active EE | $13,835 | $6,519+112.2% | $7,897+75.2% | $4,139+234.2% |
| Admin fee / account holder | $7,659 | $8,390-8.7% | $13,129-41.7% | $7,234+5.9% |