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 | $256,972 | $55,930+359.5% | $76,089+237.7% | $80,925+217.5% |
| Participation rate | 96.7% | 62.1%+34.7pp | 69.1%+27.6pp | 67.7%+29.1pp |
| Annual return | 17.17% | 20.58%-3.4pp | 360.94%-343.8pp | 35.65%-18.5pp |
| Employer contribution / active EE | $2,054 | $1,866+10.1% | $2,690-23.6% | $2,756-25.5% |
| Participant deferral / active EE | $8,282 | $3,051+171.5% | $4,259+94.4% | $4,299+92.7% |
| Admin fee / account holder | $5,648 | $5,241+7.8% | $6,418-12.0% | $6,940-18.6% |