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 | $284,788 | $181,896+56.6% | $156,551+81.9% | $273,972+3.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.64% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $5,712 | $6,248-8.6% | $5,501+3.8% | $4,869+17.3% |
| Participant deferral / active EE | $21,776 | $5,550+292.3% | $4,871+347.0% | $5,287+311.9% |
| Admin fee / account holder | $107,334 | $15,560+589.8% | $13,028+723.9% | $10,133+959.3% |