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 | $370,320 | $67,602+447.8% | $82,312+349.9% | $70,126+428.1% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.1pp |
| Annual return | 17.36% | 21.57%-4.2pp | 25.88%-8.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $4,085 | $1,755+132.8% | $2,428+68.2% | $2,343+74.4% |
| Participant deferral / active EE | $5,205 | $2,987+74.3% | $3,706+40.4% | $3,332+56.2% |
| Admin fee / account holder | $3,679 | $4,512-18.5% | $5,608-34.4% | $4,645-20.8% |