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 | $286,454 | $81,487+251.5% | $102,412+179.7% | $80,935+253.9% |
| Participation rate | 86.2% | 66.8%+19.4pp | 74.5%+11.7pp | 67.7%+18.5pp |
| Annual return | 14.95% | 25.60%-10.6pp | 24.94%-10.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $3,427 | $3,103+10.4% | $3,870-11.5% | $2,757+24.3% |
| Participant deferral / active EE | $9,101 | $3,871+135.1% | $5,060+79.9% | $4,299+111.7% |
| Admin fee / account holder | $7,471 | $6,717+11.2% | $8,388-10.9% | $6,924+7.9% |