Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $301,899 | $77,472+289.7% | $100,415+200.7% | $80,959+272.9% |
| Participation rate | 97.2% | 76.9%+20.3pp | 81.5%+15.7pp | 67.7%+29.6pp |
| Annual return | 14.84% | 37.26%-22.4pp | 49.47%-34.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $9,839 | $2,800+251.3% | $3,943+149.5% | $2,757+256.8% |
| Participant deferral / active EE | $16,532 | $6,818+142.5% | $8,091+104.3% | $4,300+284.4% |
| Admin fee / account holder | $3,203 | $5,885-45.6% | $7,906-59.5% | $6,925-53.8% |