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 | $304,102 | $78,670+286.6% | $109,173+178.6% | $85,847+254.2% |
| Participation rate | 88.5% | 68.3%+20.2pp | 75.9%+12.6pp | 69.3%+19.1pp |
| Annual return | 12.80% | 25.09%-12.3pp | 25.75%-13.0pp | 318.61%-305.8pp |
| Employer contribution / active EE | $6,607 | $2,734+141.7% | $3,723+77.5% | $2,565+157.6% |
| Participant deferral / active EE | $13,533 | $3,467+290.3% | $4,654+190.8% | $3,952+242.4% |
| Admin fee / account holder | $7,323 | $5,469+33.9% | $6,755+8.4% | $6,261+17.0% |