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 | $353,188 | $99,380+255.4% | $90,312+291.1% | $155,188+127.6% |
| Participation rate | 72.7% | 77.3%-4.6pp | 72.9%-0.2pp | 80.8%-8.1pp |
| Annual return | 8.77% | 19.35%-10.6pp | 18.90%-10.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $2,841 | $2,390+18.9% | $2,243+26.7% | $4,248-33.1% |
| Participant deferral / active EE | $7,039 | $4,212+67.1% | $3,749+87.7% | $6,531+7.8% |
| Admin fee / account holder | $7,337 | $9,766-24.9% | $8,248-11.0% | $14,480-49.3% |