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 | $294,046 | $275,752+6.6% | $256,809+14.5% | $198,609+48.1% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 18.58% | 34.81%-16.2pp | 32.73%-14.1pp | 202.70%-184.1pp |
| Employer contribution / active EE | $2,203 | $7,721-71.5% | $7,263-69.7% | $5,055-56.4% |
| Participant deferral / active EE | $9,231 | $10,037-8.0% | $9,520-3.0% | $6,977+32.3% |
| Admin fee / account holder | $1,014 | $25,716-96.1% | $25,146-96.0% | $19,030-94.7% |