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 | $252,089 | $146,267+72.3% | $197,124+27.9% | $82,448+205.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 86.7%+4.2pp | 68.1%+22.8pp |
| Annual return | 16.71% | 29.61%-12.9pp | 44.34%-27.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,829 | $4,723-40.1% | $6,227-54.6% | $2,551+10.9% |
| Participant deferral / active EE | $11,016 | $7,035+56.6% | $9,135+20.6% | $4,139+166.1% |
| Admin fee / account holder | $4,048 | $14,422-71.9% | $16,298-75.2% | $7,234-44.0% |