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 | $263,006 | $81,476+222.8% | $102,383+156.9% | $80,925+225.0% |
| Participation rate | 75.7% | 66.8%+8.8pp | 74.5%+1.2pp | 67.7%+8.0pp |
| Annual return | 12.42% | 25.59%-13.2pp | 24.94%-12.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $2,723 | $3,105-12.3% | $3,870-29.6% | $2,756-1.2% |
| Participant deferral / active EE | $9,180 | $3,871+137.1% | $5,060+81.4% | $4,299+113.6% |
| Admin fee / account holder | $54,945 | $6,717+717.9% | $8,391+554.8% | $6,940+691.7% |