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 | $283,131 | $81,276+248.4% | $155,574+82.0% | $80,925+249.9% |
| Participation rate | 97.0% | 66.2%+30.7pp | 78.2%+18.8pp | 67.7%+29.3pp |
| Annual return | 13.06% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $4,301 | $3,103+38.6% | $4,676-8.0% | $2,756+56.0% |
| Participant deferral / active EE | $9,036 | $3,453+161.7% | $5,629+60.5% | $4,299+110.2% |
| Admin fee / account holder | $17,678 | $7,993+121.2% | $15,914+11.1% | $6,940+154.7% |