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 | $283,568 | $174,379+62.6% | $152,093+86.4% | $138,895+104.2% |
| Participation rate | 95.7% | 81.6%+14.0pp | 77.8%+17.9pp | 79.9%+15.7pp |
| Annual return | 14.32% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $5,037 | $4,652+8.3% | $4,175+20.7% | $4,194+20.1% |
| Participant deferral / active EE | $10,745 | $6,159+74.5% | $5,451+97.1% | $6,396+68.0% |
| Admin fee / account holder | $10,680 | $16,880-36.7% | $14,497-26.3% | $12,562-15.0% |