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 | $279,318 | $77,638+259.8% | $156,551+78.4% | $62,881+344.2% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 6.63% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $10,501 | $3,444+204.9% | $5,501+90.9% | $2,281+360.4% |
| Participant deferral / active EE | $18,893 | $3,046+520.4% | $4,871+287.9% | $3,203+489.9% |
| Admin fee / account holder | $3,268 | $5,561-41.2% | $13,028-74.9% | $4,296-23.9% |