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 | $282,796 | $81,233+248.1% | $155,567+81.8% | $80,874+249.7% |
| Participation rate | 88.1% | 66.2%+21.9pp | 78.2%+9.9pp | 67.6%+20.5pp |
| Annual return | 14.87% | 33.33%-18.5pp | 64.74%-49.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $13,619 | $3,101+339.2% | $4,674+191.4% | $2,756+394.2% |
| Participant deferral / active EE | $11,342 | $3,452+228.5% | $5,628+101.5% | $4,297+164.0% |
| Admin fee / account holder | $1,658 | $7,998-79.3% | $15,916-89.6% | $6,935-76.1% |