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 | $263,752 | $76,551+244.5% | $123,894+112.9% | $62,881+319.4% |
| Participation rate | 98.2% | 73.0%+25.2pp | 81.4%+16.8pp | 69.3%+28.9pp |
| Annual return | 8.75% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $8,965 | $2,882+211.0% | $4,617+94.2% | $2,281+293.0% |
| Participant deferral / active EE | $8,013 | $4,840+65.6% | $5,984+33.9% | $3,203+150.2% |
| Admin fee / account holder | $10,907 | $4,826+126.0% | $8,357+30.5% | $4,296+153.9% |