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 | $298,753 | $108,825+174.5% | $156,181+91.3% | $82,448+262.4% |
| Participation rate | 77.8% | 72.4%+5.4pp | 78.8%-1.1pp | 68.1%+9.7pp |
| Annual return | 17.14% | 20.59%-3.4pp | 64.87%-47.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,855 | $2,870-0.5% | $4,294-33.5% | $2,551+11.9% |
| Participant deferral / active EE | $4,730 | $4,577+3.3% | $6,132-22.9% | $4,139+14.3% |
| Admin fee / account holder | $1,470 | $9,341-84.3% | $14,586-89.9% | $7,234-79.7% |