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 | $274,576 | $101,795+169.7% | $165,100+66.3% | $80,959+239.2% |
| Participation rate | 87.0% | 71.8%+15.2pp | 78.6%+8.4pp | 67.7%+19.4pp |
| Annual return | 11.20% | 16.73%-5.5pp | 70.21%-59.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $9,796 | $2,954+231.7% | $4,348+125.3% | $2,757+255.3% |
| Participant deferral / active EE | $6,729 | $4,476+50.3% | $6,035+11.5% | $4,300+56.5% |
| Admin fee / account holder | $14,185 | $8,221+72.5% | $12,696+11.7% | $6,925+104.8% |