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 | $701,232 | $126,661+453.6% | $113,397+518.4% | $138,895+404.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 18.70% | 25.05%-6.4pp | 23.20%-4.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,112 | $3,456-10.0% | $2,977+4.5% | $4,194-25.8% |
| Participant deferral / active EE | $21,551 | $5,693+278.6% | $5,076+324.5% | $6,396+236.9% |
| Admin fee / account holder | $50,150 | $14,549+244.7% | $11,957+319.4% | $12,562+299.2% |