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 | $273,947 | $182,442+50.2% | $163,379+67.7% | $138,895+97.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.85% | 72.74%-57.9pp | 63.41%-48.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,674 | $4,159-35.7% | $3,752-28.7% | $4,194-36.3% |
| Participant deferral / active EE | $10,401 | $6,817+52.6% | $6,282+65.6% | $6,396+62.6% |
| Admin fee / account holder | $4,481 | $10,396-56.9% | $9,818-54.4% | $12,562-64.3% |