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 | $375,203 | $78,670+376.9% | $109,173+243.7% | $85,847+337.1% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | 19.35% | 25.09%-5.7pp | 25.75%-6.4pp | 318.61%-299.3pp |
| Employer contribution / active EE | $4,661 | $2,734+70.5% | $3,723+25.2% | $2,565+81.7% |
| Participant deferral / active EE | $6,993 | $3,467+101.7% | $4,654+50.3% | $3,952+76.9% |
| Admin fee / account holder | $19,867 | $5,469+263.2% | $6,755+194.1% | $6,261+217.3% |