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 | $261,176 | $111,830+133.5% | $93,696+178.7% | $145,884+79.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 15.48% | 204.08%-188.6pp | 133.74%-118.3pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,834 | $3,093-8.4% | $2,422+17.0% | $4,662-39.2% |
| Participant deferral / active EE | $13,025 | $4,920+164.7% | $4,417+194.9% | $6,690+94.7% |
| Admin fee / account holder | $1,497 | $10,249-85.4% | $8,287-81.9% | $13,392-88.8% |