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 | $278,717 | $174,379+59.8% | $152,093+83.3% | $138,895+100.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.03% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,419 | $4,652-26.5% | $4,175-18.1% | $4,194-18.5% |
| Participant deferral / active EE | $7,475 | $6,159+21.4% | $5,451+37.1% | $6,396+16.9% |
| Admin fee / account holder | $428 | $16,880-97.5% | $14,497-97.0% | $12,562-96.6% |