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 | $259,219 | $155,555+66.6% | $146,866+76.5% | $155,188+67.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.40% | 115.41%-103.0pp | 102.85%-90.5pp | 148.84%-136.4pp |
| Employer contribution / active EE | $2,556 | $4,647-45.0% | $4,425-42.2% | $4,248-39.8% |
| Participant deferral / active EE | $10,824 | $8,044+34.6% | $7,759+39.5% | $6,531+65.7% |
| Admin fee / account holder | $35,195 | $14,755+138.5% | $13,620+158.4% | $14,480+143.1% |