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 | $267,662 | $93,598+186.0% | $135,974+96.8% | $75,173+256.1% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 17.22% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.5pp |
| Employer contribution / active EE | $4,884 | $3,538+38.1% | $4,859+0.5% | $2,671+82.9% |
| Participant deferral / active EE | $9,919 | $6,405+54.8% | $7,760+27.8% | $4,126+140.4% |
| Admin fee / account holder | $97,471 | $6,978+1296.9% | $10,767+805.3% | $5,651+1625.0% |