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 | $320,626 | $94,439+239.5% | $73,658+335.3% | $154,746+107.2% |
| Participation rate | 78.9% | 64.7%+14.3pp | 57.0%+21.9pp | 80.7%-1.8pp |
| Annual return | 14.45% | 28.25%-13.8pp | 29.72%-15.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $10,212 | $1,257+712.2% | $1,032+889.2% | $4,379+133.2% |
| Participant deferral / active EE | $10,529 | $2,527+316.7% | $2,062+410.7% | $6,730+56.4% |
| Admin fee / account holder | $52,476 | $3,843+1265.5% | $3,357+1463.3% | $14,365+265.3% |