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 | $283,595 | $101,795+178.6% | $165,100+71.8% | $80,959+250.3% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.7%+28.6pp |
| Annual return | 14.11% | 16.73%-2.6pp | 70.21%-56.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $6,057 | $2,954+105.1% | $4,348+39.3% | $2,757+119.7% |
| Participant deferral / active EE | $7,509 | $4,476+67.8% | $6,035+24.4% | $4,300+74.6% |
| Admin fee / account holder | $15,814 | $8,221+92.4% | $12,696+24.6% | $6,925+128.4% |