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 | $259,664 | $73,988+251.0% | $96,538+169.0% | $75,177+245.4% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 16.38% | 26.73%-10.3pp | 35.74%-19.4pp | 160.75%-144.4pp |
| Employer contribution / active EE | $13,180 | $2,930+349.8% | $3,740+252.4% | $2,671+393.5% |
| Participant deferral / active EE | $2,647 | $3,660-27.7% | $4,880-45.8% | $4,126-35.9% |
| Admin fee / account holder | $22,565 | $5,220+332.3% | $6,737+234.9% | $5,651+299.3% |