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 | $271,580 | $81,331+233.9% | $155,534+74.6% | $80,935+235.6% |
| Participation rate | 88.0% | 66.3%+21.7pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 18.60% | 33.37%-14.8pp | 64.92%-46.3pp | 35.66%-17.1pp |
| Employer contribution / active EE | $11,013 | $3,105+254.7% | $4,675+135.6% | $2,757+299.5% |
| Participant deferral / active EE | $5,854 | $3,454+69.5% | $5,630+4.0% | $4,299+36.2% |
| Admin fee / account holder | $6,127 | $7,999-23.4% | $15,900-61.5% | $6,924-11.5% |