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 | $270,125 | $72,177+274.3% | $115,038+134.8% | $59,633+353.0% |
| Participation rate | 84.8% | 72.6%+12.2pp | 81.4%+3.4pp | 68.7%+16.1pp |
| Annual return | 5.05% | 12.02%-7.0pp | 26.14%-21.1pp | 2041.45%-2036.4pp |
| Employer contribution / active EE | $10,745 | $2,841+278.2% | $4,608+133.2% | $2,203+387.8% |
| Participant deferral / active EE | $9,179 | $4,783+91.9% | $6,026+52.3% | $3,192+187.6% |
| Admin fee / account holder | $6,922 | $4,927+40.5% | $8,175-15.3% | $4,297+61.1% |