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 | $348,457 | $85,171+309.1% | $172,753+101.7% | $72,976+377.5% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 21.25% | 27.32%-6.1pp | 803.00%-781.7pp | 81.02%-59.8pp |
| Employer contribution / active EE | $12,705 | $3,324+282.2% | $5,144+147.0% | $2,440+420.7% |
| Participant deferral / active EE | $4,793 | $3,260+47.0% | $5,198-7.8% | $3,608+32.8% |
| Admin fee / account holder | $12,022 | $5,880+104.4% | $13,956-13.9% | $5,124+134.6% |