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 | $264,951 | $157,304+68.4% | $141,197+87.6% | $152,909+73.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 23.46% | 64.34%-40.9pp | 71.41%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $4,185 | $5,263-20.5% | $4,736-11.6% | $4,764-12.1% |
| Participant deferral / active EE | $10,601 | $7,111+49.1% | $6,710+58.0% | $5,851+81.2% |
| Admin fee / account holder | $1,014 | $12,126-91.6% | $10,265-90.1% | $11,601-91.3% |