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 | $261,814 | $201,344+30.0% | $184,243+42.1% | $145,877+79.5% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 87.49% | 29.01%+58.5pp | 28.82%+58.7pp | 551.28%-463.8pp |
| Employer contribution / active EE | $1,880 | $7,022-73.2% | $6,427-70.8% | $4,663-59.7% |
| Participant deferral / active EE | $4,947 | $9,807-49.6% | $9,132-45.8% | $6,691-26.1% |
| Admin fee / account holder | $1,290 | $16,382-92.1% | $13,914-90.7% | $13,402-90.4% |