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 | $155,555+80.6% | $146,866+91.3% | $155,188+81.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.04% | 115.41%-98.4pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $3,719 | $4,647-20.0% | $4,425-16.0% | $4,248-12.5% |
| Participant deferral / active EE | $2,673 | $8,044-66.8% | $7,759-65.6% | $6,531-59.1% |
| Admin fee / account holder | $2,040 | $14,755-86.2% | $13,620-85.0% | $14,480-85.9% |