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 | $273,437 | $91,037+200.4% | $71,671+281.5% | $147,586+85.3% |
| Participation rate | 70.6% | 76.1%-5.5pp | 68.7%+1.8pp | 82.8%-12.2pp |
| Annual return | 30.35% | 20.48%+9.9pp | 20.65%+9.7pp | 578.59%-548.2pp |
| Employer contribution / active EE | $1,497 | $3,327-55.0% | $2,460-39.2% | $4,876-69.3% |
| Participant deferral / active EE | $4,550 | $4,498+1.1% | $3,438+32.3% | $5,439-16.3% |
| Admin fee / account holder | $12,337 | $8,613+43.2% | $5,558+121.9% | $10,886+13.3% |