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 | $277,922 | $76,407+263.7% | $150,298+84.9% | $82,448+237.1% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 13.62% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $5,799 | $2,614+121.8% | $4,154+39.6% | $2,551+127.3% |
| Participant deferral / active EE | $5,395 | $3,214+67.8% | $5,453-1.1% | $4,139+30.3% |
| Admin fee / account holder | $7,558 | $6,352+19.0% | $14,116-46.5% | $7,234+4.5% |