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 | $254,111 | $136,860+85.7% | $120,344+111.2% | $154,746+64.2% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.7%+14.2pp | 80.7%+10.2pp |
| Annual return | 17.45% | 21.38%-3.9pp | 20.30%-2.9pp | 172.34%-154.9pp |
| Employer contribution / active EE | $10,090 | $3,533+185.6% | $3,020+234.1% | $4,379+130.4% |
| Participant deferral / active EE | $5,287 | $5,793-8.7% | $5,135+3.0% | $6,730-21.5% |
| Admin fee / account holder | $891 | $15,393-94.2% | $12,742-93.0% | $14,365-93.8% |