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 | $285,061 | $124,980+128.1% | $108,359+163.1% | $154,746+84.2% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 13.81% | 45.00%-31.2pp | 36.89%-23.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,278 | $2,851+15.0% | $2,399+36.6% | $4,379-25.1% |
| Participant deferral / active EE | $9,579 | $4,743+102.0% | $4,137+131.6% | $6,730+42.3% |
| Admin fee / account holder | $1,291 | $11,502-88.8% | $9,741-86.8% | $14,365-91.0% |