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 | $267,863 | $81,233+229.7% | $155,567+72.2% | $80,874+231.2% |
| Participation rate | 72.7% | 66.2%+6.5pp | 78.2%-5.5pp | 67.6%+5.1pp |
| Annual return | 18.39% | 33.33%-14.9pp | 64.74%-46.3pp | 35.62%-17.2pp |
| Employer contribution / active EE | $6,267 | $3,101+102.1% | $4,674+34.1% | $2,756+127.4% |
| Participant deferral / active EE | $6,192 | $3,452+79.4% | $5,628+10.0% | $4,297+44.1% |
| Admin fee / account holder | $13,698 | $7,998+71.3% | $15,916-13.9% | $6,935+97.5% |