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 | $312,831 | $81,358+284.5% | $155,556+101.1% | $80,959+286.4% |
| Participation rate | 95.8% | 66.3%+29.6pp | 78.2%+17.6pp | 67.7%+28.2pp |
| Annual return | 14.68% | 33.39%-18.7pp | 64.84%-50.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $9,625 | $3,106+209.9% | $4,675+105.9% | $2,757+249.1% |
| Participant deferral / active EE | $5,025 | $3,455+45.4% | $5,631-10.8% | $4,300+16.9% |
| Admin fee / account holder | $3,493 | $7,994-56.3% | $15,885-78.0% | $6,925-49.6% |