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 | $325,279 | $85,766+279.3% | $136,298+138.7% | $70,126+363.9% |
| Participation rate | 85.5% | 74.2%+11.3pp | 81.9%+3.5pp | 69.5%+15.9pp |
| Annual return | 16.81% | 31.46%-14.6pp | 5156.27%-5139.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $5,603 | $2,966+88.9% | $4,696+19.3% | $2,343+139.2% |
| Participant deferral / active EE | $10,333 | $5,051+104.6% | $6,247+65.4% | $3,332+210.1% |
| Admin fee / account holder | $3,838 | $5,421-29.2% | $9,244-58.5% | $4,645-17.4% |