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 | $257,020 | $104,098+146.9% | $140,514+82.9% | $94,015+173.4% |
| Participation rate | 82.0% | 73.7%+8.3pp | 77.8%+4.2pp | 70.8%+11.2pp |
| Annual return | 13.42% | 15.14%-1.7pp | 14.36%-0.9pp | 17.84%-4.4pp |
| Employer contribution / active EE | $2,981 | $2,388+24.8% | $3,378-11.8% | $2,790+6.8% |
| Participant deferral / active EE | $6,130 | $4,033+52.0% | $4,919+24.6% | $4,249+44.3% |
| Admin fee / account holder | $59,452 | $10,439+469.5% | $13,697+334.0% | $8,951+564.2% |