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 | $268,357 | $97,550+175.1% | $120,344+123.0% | $87,485+206.7% |
| Participation rate | 77.3% | 72.8%+4.4pp | 76.7%+0.6pp | 68.9%+8.3pp |
| Annual return | 12.81% | 18.41%-5.6pp | 20.30%-7.5pp | 26.06%-13.2pp |
| Employer contribution / active EE | $2,758 | $2,291+20.4% | $3,020-8.7% | $2,596+6.2% |
| Participant deferral / active EE | $7,679 | $4,230+81.5% | $5,135+49.5% | $4,274+79.7% |
| Admin fee / account holder | $5,544 | $9,543-41.9% | $12,742-56.5% | $7,775-28.7% |