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 | $299,329 | $114,712+160.9% | $173,730+72.3% | $87,485+242.1% |
| Participation rate | 87.5% | 73.0%+14.5pp | 79.6%+7.9pp | 68.9%+18.6pp |
| Annual return | 14.36% | 20.18%-5.8pp | 19.96%-5.6pp | 26.06%-11.7pp |
| Employer contribution / active EE | $8,546 | $2,904+194.3% | $4,577+86.7% | $2,596+229.2% |
| Participant deferral / active EE | $6,634 | $4,642+42.9% | $6,326+4.9% | $4,274+55.2% |
| Admin fee / account holder | $30,745 | $10,210+201.1% | $17,523+75.5% | $7,775+295.4% |