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 | $273,095 | $146,267+86.7% | $197,124+38.5% | $82,448+231.2% |
| Participation rate | 90.6% | 84.0%+6.6pp | 86.7%+3.9pp | 68.1%+22.6pp |
| Annual return | 13.13% | 29.61%-16.5pp | 44.34%-31.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $6,213 | $4,723+31.5% | $6,227-0.2% | $2,551+143.5% |
| Participant deferral / active EE | $3,912 | $7,035-44.4% | $9,135-57.2% | $4,139-5.5% |
| Admin fee / account holder | $2,849 | $14,422-80.2% | $16,298-82.5% | $7,234-60.6% |