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 | $275,842 | $183,516+50.3% | $155,534+77.4% | $145,884+89.1% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 11.55% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,762 | $5,315-29.2% | $4,675-19.5% | $4,662-19.3% |
| Participant deferral / active EE | $10,251 | $6,467+58.5% | $5,630+82.1% | $6,690+53.2% |
| Admin fee / account holder | $42,277 | $19,293+119.1% | $15,900+165.9% | $13,392+215.7% |