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 | $348,160 | $95,415+264.9% | $185,851+87.3% | $85,851+305.5% |
| Participation rate | 95.0% | 68.8%+26.2pp | 81.7%+13.3pp | 69.3%+25.7pp |
| Annual return | 16.30% | 23.59%-7.3pp | 122.11%-105.8pp | 318.63%-302.3pp |
| Employer contribution / active EE | $5,120 | $3,314+54.5% | $5,168-0.9% | $2,565+99.6% |
| Participant deferral / active EE | $4,400 | $3,424+28.5% | $5,569-21.0% | $3,952+11.3% |
| Admin fee / account holder | $2,131 | $7,215-70.5% | $16,245-86.9% | $6,261-66.0% |