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 | $260,202 | $110,337+135.8% | $102,383+154.1% | $145,877+78.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.15% | 24.83%-14.7pp | 24.94%-14.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,145 | $4,216-25.4% | $3,870-18.7% | $4,663-32.6% |
| Participant deferral / active EE | $8,231 | $5,621+46.4% | $5,060+62.7% | $6,691+23.0% |
| Admin fee / account holder | $25,568 | $9,750+162.2% | $8,391+204.7% | $13,402+90.8% |