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 | $302,577 | $94,031+221.8% | $115,768+161.4% | $82,448+267.0% |
| Participation rate | 92.1% | 70.4%+21.7pp | 74.4%+17.7pp | 68.1%+24.0pp |
| Annual return | 15.62% | 20.61%-5.0pp | 100.46%-84.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,127 | $2,323+77.6% | $2,940+40.4% | $2,551+61.8% |
| Participant deferral / active EE | $8,750 | $3,972+120.3% | $4,917+78.0% | $4,139+111.4% |
| Admin fee / account holder | $310 | $10,249-97.0% | $12,439-97.5% | $7,234-95.7% |