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 | $282,824 | $95,453+196.3% | $112,040+152.4% | $82,448+243.0% |
| Participation rate | 84.6% | 72.8%+11.9pp | 76.5%+8.1pp | 68.1%+16.5pp |
| Annual return | 12.76% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,484 | $2,318+7.2% | $2,954-15.9% | $2,551-2.6% |
| Participant deferral / active EE | $9,946 | $4,224+135.5% | $5,098+95.1% | $4,139+140.3% |
| Admin fee / account holder | $8,236 | $9,013-8.6% | $12,098-31.9% | $7,234+13.8% |