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 | $251,167 | $213,785+17.5% | $185,441+35.4% | $155,188+61.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.63% | 19.97%-3.3pp | 20.16%-3.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,461 | $5,393-72.9% | $4,672-68.7% | $4,248-65.6% |
| Participant deferral / active EE | $11,750 | $6,864+71.2% | $6,152+91.0% | $6,531+79.9% |
| Admin fee / account holder | $1,010 | $21,134-95.2% | $17,890-94.4% | $14,480-93.0% |