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 | $266,889 | $93,617+185.1% | $135,982+96.3% | $75,177+255.0% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 17.38% | 30.89%-13.5pp | 68.32%-50.9pp | 160.75%-143.4pp |
| Employer contribution / active EE | $3,125 | $3,538-11.7% | $4,859-35.7% | $2,671+17.0% |
| Participant deferral / active EE | $9,137 | $6,406+42.6% | $7,760+17.7% | $4,126+121.4% |
| Admin fee / account holder | $10,494 | $6,980+50.4% | $10,767-2.5% | $5,651+85.7% |