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 | $465,072 | $199,109+133.6% | $173,730+167.7% | $154,746+200.5% |
| Participation rate | 79.2% | 82.8%-3.6pp | 79.6%-0.4pp | 80.7%-1.5pp |
| Annual return | 13.15% | 20.02%-6.9pp | 19.96%-6.8pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,961 | $5,311-44.2% | $4,577-35.3% | $4,379-32.4% |
| Participant deferral / active EE | $16,004 | $7,113+125.0% | $6,326+153.0% | $6,730+137.8% |
| Admin fee / account holder | $7,916 | $20,916-62.2% | $17,523-54.8% | $14,365-44.9% |