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 | $256,162 | $148,629+72.4% | $135,982+88.4% | $139,487+83.6% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 14.41% | 79.33%-64.9pp | 68.32%-53.9pp | 373.84%-359.4pp |
| Employer contribution / active EE | $6,172 | $5,247+17.6% | $4,859+27.0% | $4,755+29.8% |
| Participant deferral / active EE | $11,392 | $8,102+40.6% | $7,760+46.8% | $6,713+69.7% |
| Admin fee / account holder | $4,299 | $12,406-65.3% | $10,767-60.1% | $11,407-62.3% |