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 | $258,564 | $106,247+143.4% | $96,515+167.9% | $139,466+85.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 13.55% | 38.47%-24.9pp | 35.73%-22.2pp | 373.66%-360.1pp |
| Employer contribution / active EE | $1,807 | $4,106-56.0% | $3,740-51.7% | $4,754-62.0% |
| Participant deferral / active EE | $5,505 | $5,456+0.9% | $4,880+12.8% | $6,712-18.0% |
| Admin fee / account holder | $59,444 | $7,885+653.9% | $6,735+782.6% | $11,409+421.0% |