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 | $293,393 | $199,109+47.4% | $173,730+68.9% | $154,746+89.6% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.6%+14.5pp | 80.7%+13.4pp |
| Annual return | 14.70% | 20.02%-5.3pp | 19.96%-5.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $4,796 | $5,311-9.7% | $4,577+4.8% | $4,379+9.5% |
| Participant deferral / active EE | $9,565 | $7,113+34.5% | $6,326+51.2% | $6,730+42.1% |
| Admin fee / account holder | $61,327 | $20,916+193.2% | $17,523+250.0% | $14,365+326.9% |