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 | $275,897 | $175,259+57.4% | $149,723+84.3% | $139,487+97.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 18.30% | 166.82%-148.5pp | 134.50%-116.2pp | 373.84%-355.5pp |
| Employer contribution / active EE | $1,415 | $5,478-74.2% | $4,821-70.6% | $4,755-70.2% |
| Participant deferral / active EE | $2,646 | $6,522-59.4% | $5,682-53.4% | $6,713-60.6% |
| Admin fee / account holder | $4,394 | $16,158-72.8% | $13,215-66.7% | $11,407-61.5% |