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 | $289,377 | $78,027+270.9% | $178,528+62.1% | $80,925+257.6% |
| Participation rate | 88.6% | 65.7%+22.9pp | 77.1%+11.5pp | 67.7%+20.9pp |
| Annual return | 12.33% | 18.09%-5.8pp | 27.11%-14.8pp | 35.65%-23.3pp |
| Employer contribution / active EE | $2,214 | $2,281-3.0% | $3,950-44.0% | $2,756-19.7% |
| Participant deferral / active EE | $14,128 | $4,408+220.5% | $6,278+125.0% | $4,299+228.7% |
| Admin fee / account holder | $4,396 | $7,168-38.7% | $10,419-57.8% | $6,940-36.7% |