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 | $283,512 | $97,765+190.0% | $103,486+174.0% | $145,884+94.3% |
| Participation rate | 83.3% | 81.1%+2.2pp | 80.5%+2.8pp | 80.3%+3.0pp |
| Annual return | 19.99% | 25.44%-5.4pp | 23.93%-3.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $4,598 | $4,687-1.9% | $4,679-1.7% | $4,662-1.4% |
| Participant deferral / active EE | $15,871 | $6,606+140.3% | $6,628+139.5% | $6,690+137.3% |
| Admin fee / account holder | $1,441 | $12,505-88.5% | $9,354-84.6% | $13,392-89.2% |