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 | $257,075 | $183,627+40.0% | $155,602+65.2% | $145,978+76.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 10.15% | 61.32%-51.2pp | 64.81%-54.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $9,298 | $5,316+74.9% | $4,675+98.9% | $4,662+99.5% |
| Participant deferral / active EE | $5,268 | $6,466-18.5% | $5,629-6.4% | $6,690-21.2% |
| Admin fee / account holder | $7,037 | $19,327-63.6% | $15,923-55.8% | $13,400-47.5% |