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 | $400,457 | $110,137+263.6% | $161,149+148.5% | $82,637+384.6% |
| Participation rate | 91.7% | 72.4%+19.3pp | 78.8%+12.8pp | 68.1%+23.6pp |
| Annual return | 12.49% | 20.69%-8.2pp | 21.16%-8.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $7,570 | $2,856+165.1% | $4,360+73.6% | $2,552+196.6% |
| Participant deferral / active EE | $6,375 | $4,575+39.4% | $6,153+3.6% | $4,126+54.5% |
| Admin fee / account holder | $13,730 | $9,467+45.0% | $15,194-9.6% | $7,339+87.1% |