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 | $343,238 | $76,407+349.2% | $150,298+128.4% | $82,448+316.3% |
| Participation rate | 81.7% | 66.4%+15.3pp | 77.8%+3.9pp | 68.1%+13.6pp |
| Annual return | 35.24% | 39.99%-4.8pp | 62.79%-27.5pp | 41.64%-6.4pp |
| Employer contribution / active EE | $10,483 | $2,614+301.0% | $4,154+152.3% | $2,551+310.9% |
| Participant deferral / active EE | $6,841 | $3,214+112.8% | $5,453+25.5% | $4,139+65.3% |
| Admin fee / account holder | $1,282 | $6,352-79.8% | $14,116-90.9% | $7,234-82.3% |