Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $283,187 | $117,829+140.3% | $102,423+176.5% | $145,877+94.1% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+7.9pp |
| Annual return | 11.11% | 31.83%-20.7pp | 29.42%-18.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $4,415 | $3,615+22.2% | $3,023+46.1% | $4,663-5.3% |
| Participant deferral / active EE | $14,093 | $5,732+145.8% | $5,054+178.8% | $6,691+110.6% |
| Admin fee / account holder | $35,679 | $13,335+167.6% | $9,455+277.4% | $13,402+166.2% |