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 | $274,063 | $81,276+237.2% | $155,574+76.2% | $80,925+238.7% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.4pp | 67.7%+22.0pp |
| Annual return | 13.92% | 33.36%-19.4pp | 64.87%-51.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $3,851 | $3,103+24.1% | $4,676-17.6% | $2,756+39.7% |
| Participant deferral / active EE | $7,037 | $3,453+103.8% | $5,629+25.0% | $4,299+63.7% |
| Admin fee / account holder | $30,927 | $7,993+286.9% | $15,914+94.3% | $6,940+345.6% |