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 | $272,835 | $97,648+179.4% | $121,663+124.3% | $87,485+211.9% |
| Participation rate | 71.4% | 70.5%+1.0pp | 74.5%-3.1pp | 68.9%+2.5pp |
| Annual return | 17.18% | 18.03%-0.8pp | 147.54%-130.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $4,413 | $2,300+91.8% | $3,020+46.1% | $2,596+70.0% |
| Participant deferral / active EE | $13,332 | $3,923+239.8% | $4,887+172.8% | $4,274+212.0% |
| Admin fee / account holder | $321 | $11,100-97.1% | $14,289-97.8% | $7,775-95.9% |