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 | $352,692 | $107,666+227.6% | $102,184+245.2% | $154,746+127.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.23% | 29.33%-15.1pp | 31.58%-17.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,606 | $3,846-6.2% | $3,594+0.4% | $4,379-17.6% |
| Participant deferral / active EE | $16,575 | $8,719+90.1% | $8,309+99.5% | $6,730+146.3% |
| Admin fee / account holder | $3,756 | $12,943-71.0% | $11,609-67.6% | $14,365-73.9% |