Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $255,667 | $106,524+140.0% | $152,301+67.9% | $87,485+192.2% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.4%+10.4pp | 68.9%+23.9pp |
| Annual return | 17.51% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $4,637 | $3,371+37.5% | $4,624+0.3% | $2,596+78.6% |
| Participant deferral / active EE | $11,541 | $6,525+76.9% | $8,004+44.2% | $4,274+170.0% |
| Admin fee / account holder | $14,141 | $8,287+70.7% | $14,398-1.8% | $7,775+81.9% |