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 | $372,014 | $77,962+377.2% | $178,540+108.4% | $80,935+359.6% |
| Participation rate | 96.3% | 65.7%+30.6pp | 77.1%+19.2pp | 67.7%+28.6pp |
| Annual return | 15.55% | 18.10%-2.5pp | 27.15%-11.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $9,506 | $2,280+316.9% | $3,953+140.5% | $2,757+244.8% |
| Participant deferral / active EE | $13,410 | $4,404+204.5% | $6,281+113.5% | $4,299+211.9% |
| Admin fee / account holder | $12,297 | $7,156+71.8% | $10,424+18.0% | $6,924+77.6% |