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 | $329,301 | $81,276+305.2% | $155,574+111.7% | $80,925+306.9% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 14.86% | 33.36%-18.5pp | 64.87%-50.0pp | 35.65%-20.8pp |
| Employer contribution / active EE | $19,972 | $3,103+543.6% | $4,676+327.1% | $2,756+624.6% |
| Participant deferral / active EE | $17,254 | $3,453+399.7% | $5,629+206.5% | $4,299+301.4% |
| Admin fee / account holder | $342 | $7,993-95.7% | $15,914-97.9% | $6,940-95.1% |