Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $392,373 | $97,648+301.8% | $121,663+222.5% | $87,485+348.5% |
| Participation rate | 90.0% | 70.5%+19.5pp | 74.5%+15.5pp | 68.9%+21.1pp |
| Annual return | 17.04% | 18.03%-1.0pp | 147.54%-130.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $3,244 | $2,300+41.0% | $3,020+7.4% | $2,596+25.0% |
| Participant deferral / active EE | $11,756 | $3,923+199.6% | $4,887+140.5% | $4,274+175.1% |
| Admin fee / account holder | $7,652 | $11,100-31.1% | $14,289-46.4% | $7,775-1.6% |