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 | $259,806 | $167,415+55.2% | $140,514+84.9% | $198,609+30.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 14.92% | 13.85%+1.1pp | 14.36%+0.6pp | 202.70%-187.8pp |
| Employer contribution / active EE | $3,541 | $4,088-13.4% | $3,378+4.8% | $5,055-29.9% |
| Participant deferral / active EE | $7,117 | $5,579+27.6% | $4,919+44.7% | $6,977+2.0% |
| Admin fee / account holder | $1,932 | $16,730-88.4% | $13,697-85.9% | $19,030-89.8% |