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 | $399,962 | $153,769+160.1% | $133,975+198.5% | $273,972+46.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.68% | 36.51%-28.8pp | 29.29%-21.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,767 | $6,029-37.5% | $5,211-27.7% | $4,869-22.6% |
| Participant deferral / active EE | $5,719 | $6,958-17.8% | $6,282-9.0% | $5,287+8.2% |
| Admin fee / account holder | $8,747 | $11,765-25.6% | $9,324-6.2% | $10,133-13.7% |