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 | $297,390 | $227,597+30.7% | $189,575+56.9% | $167,536+77.5% |
| Participation rate | 78.9% | 82.5%-3.6pp | 78.4%+0.5pp | 82.1%-3.2pp |
| Annual return | 15.47% | 78.44%-63.0pp | 64.19%-48.7pp | 478.82%-463.3pp |
| Employer contribution / active EE | $1,651 | $5,316-68.9% | $4,412-62.6% | $4,839-65.9% |
| Participant deferral / active EE | $5,984 | $7,002-14.5% | $6,174-3.1% | $6,342-5.6% |
| Admin fee / account holder | $5,565 | $11,877-53.1% | $9,806-43.3% | $12,315-54.8% |