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 | $307,687 | $71,197+332.2% | $93,669+228.5% | $80,925+280.2% |
| Participation rate | 94.1% | 60.4%+33.7pp | 68.7%+25.4pp | 67.7%+26.5pp |
| Annual return | 12.33% | 11.27%+1.1pp | 133.59%-121.3pp | 35.65%-23.3pp |
| Employer contribution / active EE | $6,915 | $1,565+341.9% | $2,424+185.3% | $2,756+150.9% |
| Participant deferral / active EE | $3,955 | $4,036-2.0% | $4,416-10.4% | $4,299-8.0% |
| Admin fee / account holder | $3,955 | $6,959-43.2% | $8,291-52.3% | $6,940-43.0% |