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 | $265,153 | $97,125+173.0% | $86,233+207.5% | $137,256+93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.24% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,085 | $2,841-26.6% | $2,504-16.8% | $4,156-49.8% |
| Participant deferral / active EE | $3,765 | $5,180-27.3% | $4,559-17.4% | $6,407-41.2% |
| Admin fee / account holder | $8,788 | $9,725-9.6% | $8,342+5.3% | $12,270-28.4% |