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 | $282,676 | $196,972+43.5% | $182,262+55.1% | $198,609+42.3% |
| Participation rate | 84.2% | 85.7%-1.5pp | 84.2%0pp | 82.4%+1.8pp |
| Annual return | 14.78% | 158.27%-143.5pp | 140.60%-125.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $14,404 | $5,364+168.6% | $5,046+185.5% | $5,055+184.9% |
| Participant deferral / active EE | $4,847 | $8,643-43.9% | $8,276-41.4% | $6,977-30.5% |
| Admin fee / account holder | $3,328 | $18,429-81.9% | $16,712-80.1% | $19,030-82.5% |