Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $255,991 | $136,860+87.0% | $120,344+112.7% | $154,746+65.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.68% | 21.38%-5.7pp | 20.30%-4.6pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,067 | $3,533-41.5% | $3,020-31.6% | $4,379-52.8% |
| Participant deferral / active EE | $11,955 | $5,793+106.4% | $5,135+132.8% | $6,730+77.6% |
| Admin fee / account holder | $1,678 | $15,393-89.1% | $12,742-86.8% | $14,365-88.3% |