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 | $281,007 | $156,398+79.7% | $147,318+90.7% | $138,895+102.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.04% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,719 | $4,853-23.4% | $4,593-19.0% | $4,194-11.3% |
| Participant deferral / active EE | $2,673 | $8,237-67.6% | $7,906-66.2% | $6,396-58.2% |
| Admin fee / account holder | $2,040 | $14,976-86.4% | $13,708-85.1% | $12,562-83.8% |