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 | $302,719 | $115,814+161.4% | $101,275+198.9% | $158,982+90.4% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 18.26% | 56.16%-37.9pp | 46.48%-28.2pp | 302.99%-284.7pp |
| Employer contribution / active EE | $1,636 | $4,176-60.8% | $3,660-55.3% | $4,763-65.6% |
| Participant deferral / active EE | $6,993 | $4,958+41.0% | $4,371+60.0% | $5,983+16.9% |
| Admin fee / account holder | $7,359 | $7,249+1.5% | $5,948+23.7% | $11,252-34.6% |