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 | $277,812 | $172,111+61.4% | $150,298+84.8% | $137,256+102.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 17.75% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,982 | $4,636-35.7% | $4,154-28.2% | $4,156-28.3% |
| Participant deferral / active EE | $7,952 | $6,166+29.0% | $5,453+45.8% | $6,407+24.1% |
| Admin fee / account holder | $1,775 | $16,471-89.2% | $14,116-87.4% | $12,270-85.5% |