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 | $418,096 | $124,980+234.5% | $108,359+285.8% | $154,746+170.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 14.62% | 45.00%-30.4pp | 36.89%-22.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,515 | $2,851-11.8% | $2,399+4.8% | $4,379-42.6% |
| Participant deferral / active EE | $8,997 | $4,743+89.7% | $4,137+117.5% | $6,730+33.7% |
| Admin fee / account holder | $1,529 | $11,502-86.7% | $9,741-84.3% | $14,365-89.4% |