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 | $253,775 | $124,425+104.0% | $112,040+126.5% | $137,256+84.9% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 12.93% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,939 | $3,411-13.9% | $2,954-0.5% | $4,156-29.3% |
| Participant deferral / active EE | $7,527 | $5,718+31.6% | $5,098+47.7% | $6,407+17.5% |
| Admin fee / account holder | $3,344 | $15,207-78.0% | $12,098-72.4% | $12,270-72.7% |