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 | $264,327 | $136,860+93.1% | $120,344+119.6% | $154,746+70.8% |
| Participation rate | 87.0% | 79.9%+7.1pp | 76.7%+10.2pp | 80.7%+6.3pp |
| Annual return | 14.46% | 21.38%-6.9pp | 20.30%-5.8pp | 172.34%-157.9pp |
| Employer contribution / active EE | $7,393 | $3,533+109.3% | $3,020+144.8% | $4,379+68.8% |
| Participant deferral / active EE | $5,349 | $5,793-7.7% | $5,135+4.2% | $6,730-20.5% |
| Admin fee / account holder | $3,039 | $15,393-80.3% | $12,742-76.1% | $14,365-78.8% |