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 | $322,495 | $201,370+60.2% | $184,256+75.0% | $145,897+121.0% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.1pp |
| Annual return | 13.01% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $13,636 | $7,024+94.1% | $6,427+112.2% | $4,663+192.5% |
| Participant deferral / active EE | $5,909 | $9,808-39.8% | $9,133-35.3% | $6,689-11.7% |
| Admin fee / account holder | $17,844 | $16,364+9.0% | $13,899+28.4% | $13,390+33.3% |