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 | $432,579 | $106,524+306.1% | $152,301+184.0% | $87,485+394.5% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.4%+10.1pp | 68.9%+23.7pp |
| Annual return | 16.05% | 26.89%-10.8pp | 80.50%-64.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $8,174 | $3,371+142.5% | $4,624+76.8% | $2,596+214.8% |
| Participant deferral / active EE | $12,395 | $6,525+90.0% | $8,004+54.9% | $4,274+190.0% |
| Admin fee / account holder | $80,291 | $8,287+868.9% | $14,398+457.7% | $7,775+932.7% |