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 | $263,117 | $135,956+93.5% | $123,894+112.4% | $273,972-4.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.99% | 56.63%-43.6pp | 47.52%-34.5pp | 41.46%-28.5pp |
| Employer contribution / active EE | $5,957 | $5,170+15.2% | $4,617+29.0% | $4,869+22.3% |
| Participant deferral / active EE | $5,906 | $6,343-6.9% | $5,984-1.3% | $5,287+11.7% |
| Admin fee / account holder | $2,390 | $9,817-75.7% | $8,357-71.4% | $10,133-76.4% |