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 | $367,436 | $223,823+64.2% | $211,142+74.0% | $154,746+137.4% |
| Participation rate | 71.4% | 87.9%-16.4pp | 87.3%-15.9pp | 80.7%-9.3pp |
| Annual return | 12.74% | 50.39%-37.7pp | 46.84%-34.1pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,983 | $6,787-70.8% | $6,442-69.2% | $4,379-54.7% |
| Participant deferral / active EE | $9,876 | $9,750+1.3% | $9,284+6.4% | $6,730+46.7% |
| Admin fee / account holder | $10,114 | $19,707-48.7% | $19,076-47.0% | $14,365-29.6% |