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 | $275,125 | $111,535+146.7% | $105,223+161.5% | $137,256+100.4% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.0%+16.3pp | 80.0%+11.3pp |
| Annual return | 16.33% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,765 | $3,939+46.3% | $3,689+56.3% | $4,156+38.7% |
| Participant deferral / active EE | $10,987 | $5,500+99.8% | $5,072+116.6% | $6,407+71.5% |
| Admin fee / account holder | $8,011 | $9,721-17.6% | $8,859-9.6% | $12,270-34.7% |