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 | $267,231 | $177,595+50.5% | $148,496+80.0% | $198,609+34.6% |
| Participation rate | 82.6% | 79.3%+3.4pp | 76.0%+6.6pp | 82.4%+0.2pp |
| Annual return | 11.60% | 9.97%+1.6pp | 12.33%-0.7pp | 202.70%-191.1pp |
| Employer contribution / active EE | $1,921 | $4,098-53.1% | $3,497-45.1% | $5,055-62.0% |
| Participant deferral / active EE | $3,711 | $5,539-33.0% | $4,808-22.8% | $6,977-46.8% |
| Admin fee / account holder | $17,208 | $27,010-36.3% | $19,547-12.0% | $19,030-9.6% |