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 | $262,409 | $91,037+188.2% | $71,671+266.1% | $147,586+77.8% |
| Participation rate | 89.5% | 76.1%+13.4pp | 68.7%+20.7pp | 82.8%+6.6pp |
| Annual return | 9.70% | 20.48%-10.8pp | 20.65%-11.0pp | 578.59%-568.9pp |
| Employer contribution / active EE | $2,623 | $3,327-21.2% | $2,460+6.6% | $4,876-46.2% |
| Participant deferral / active EE | $5,277 | $4,498+17.3% | $3,438+53.5% | $5,439-3.0% |
| Admin fee / account holder | $12,102 | $8,613+40.5% | $5,558+117.7% | $10,886+11.2% |