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 | $253,928 | $107,421+136.4% | $182,262+39.3% | $94,015+170.1% |
| Participation rate | 80.6% | 77.8%+2.9pp | 84.2%-3.6pp | 70.8%+9.8pp |
| Annual return | 13.36% | 21.32%-8.0pp | 140.60%-127.2pp | 17.84%-4.5pp |
| Employer contribution / active EE | $8,962 | $3,448+159.9% | $5,046+77.6% | $2,790+221.2% |
| Participant deferral / active EE | $9,457 | $6,558+44.2% | $8,276+14.3% | $4,249+122.6% |
| Admin fee / account holder | $1,354 | $8,692-84.4% | $16,712-91.9% | $8,951-84.9% |