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 | $262,355 | $172,111+52.4% | $150,298+74.6% | $137,256+91.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.04% | 69.37%-56.3pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,775 | $4,636+3.0% | $4,154+14.9% | $4,156+14.9% |
| Participant deferral / active EE | $7,319 | $6,166+18.7% | $5,453+34.2% | $6,407+14.2% |
| Admin fee / account holder | $6,010 | $16,471-63.5% | $14,116-57.4% | $12,270-51.0% |