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 | $253,592 | $77,816+225.9% | $123,552+105.3% | $64,173+295.2% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.3%+16.4pp | 69.6%+29.1pp |
| Annual return | 14.17% | 12.49%+1.7pp | 119.20%-105.0pp | 7.63%+6.5pp |
| Employer contribution / active EE | $11,307 | $3,014+275.1% | $4,628+144.3% | $2,381+374.9% |
| Participant deferral / active EE | $5,030 | $5,240-4.0% | $6,426-21.7% | $3,470+45.0% |
| Admin fee / account holder | $11,099 | $5,519+101.1% | $9,285+19.5% | $4,887+127.1% |