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 | $255,342 | $77,896+227.8% | $134,172+90.3% | $82,448+209.7% |
| Participation rate | 97.8% | 62.8%+35.0pp | 72.5%+25.3pp | 68.1%+29.7pp |
| Annual return | 13.96% | 18.21%-4.3pp | 25.30%-11.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,520 | $2,159+16.7% | $3,420-26.3% | $2,551-1.2% |
| Participant deferral / active EE | $5,927 | $3,162+87.5% | $4,690+26.4% | $4,139+43.2% |
| Admin fee / account holder | $4,860 | $6,336-23.3% | $12,016-59.6% | $7,234-32.8% |