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 | $254,861 | $146,267+74.2% | $197,124+29.3% | $82,448+209.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.86% | 29.61%-15.8pp | 44.34%-30.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $5,984 | $4,723+26.7% | $6,227-3.9% | $2,551+134.6% |
| Participant deferral / active EE | $9,115 | $7,035+29.6% | $9,135-0.2% | $4,139+120.2% |
| Admin fee / account holder | $507 | $14,422-96.5% | $16,298-96.9% | $7,234-93.0% |