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 | $271,275 | $124,330+118.2% | $109,173+148.5% | $167,536+61.9% |
| Participation rate | 88.2% | 79.5%+8.8pp | 75.9%+12.4pp | 82.1%+6.1pp |
| Annual return | 22.23% | 26.04%-3.8pp | 25.75%-3.5pp | 478.82%-456.6pp |
| Employer contribution / active EE | $1,339 | $4,209-68.2% | $3,723-64.0% | $4,839-72.3% |
| Participant deferral / active EE | $7,821 | $5,256+48.8% | $4,654+68.0% | $6,342+23.3% |
| Admin fee / account holder | $6,818 | $7,974-14.5% | $6,755+0.9% | $12,315-44.6% |