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 | $77,460+289.7% | $100,378+200.8% | $80,925+273.1% |
| Participation rate | 97.2% | 76.9%+20.3pp | 81.5%+15.7pp | 67.7%+29.6pp |
| Annual return | 14.84% | 37.24%-22.4pp | 49.41%-34.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $9,839 | $2,801+251.2% | $3,942+149.6% | $2,756+257.0% |
| Participant deferral / active EE | $16,532 | $6,818+142.5% | $8,087+104.4% | $4,299+284.6% |
| Admin fee / account holder | $3,203 | $5,887-45.6% | $7,899-59.5% | $6,940-53.9% |