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 | $281,942 | $106,524+164.7% | $152,301+85.1% | $87,485+222.3% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.4%+11.3pp | 68.9%+24.8pp |
| Annual return | 15.79% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,129 | $3,371-66.5% | $4,624-75.6% | $2,596-56.5% |
| Participant deferral / active EE | $15,398 | $6,525+136.0% | $8,004+92.4% | $4,274+260.3% |
| Admin fee / account holder | $1,915 | $8,287-76.9% | $14,398-86.7% | $7,775-75.4% |