Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $276,231 | $162,136+70.4% | $152,301+81.4% | $154,746+78.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 17.54% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,165 | $4,890-35.3% | $4,624-31.6% | $4,379-27.7% |
| Participant deferral / active EE | $12,155 | $8,341+45.7% | $8,004+51.9% | $6,730+80.6% |
| Admin fee / account holder | $12,323 | $15,759-21.8% | $14,398-14.4% | $14,365-14.2% |