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 | $271,781 | $174,379+55.9% | $152,093+78.7% | $138,895+95.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.53% | 74.86%-62.3pp | 66.36%-53.8pp | 145.39%-132.9pp |
| Employer contribution / active EE | $956 | $4,652-79.4% | $4,175-77.1% | $4,194-77.2% |
| Participant deferral / active EE | $5,287 | $6,159-14.2% | $5,451-3.0% | $6,396-17.3% |
| Admin fee / account holder | $4,248 | $16,880-74.8% | $14,497-70.7% | $12,562-66.2% |