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 | $300,092 | $181,062+65.7% | $158,223+89.7% | $155,188+93.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 13.60% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $5,221 | $4,565+14.4% | $4,109+27.1% | $4,248+22.9% |
| Participant deferral / active EE | $11,334 | $6,134+84.8% | $5,467+107.3% | $6,531+73.5% |
| Admin fee / account holder | $4,560 | $18,825-75.8% | $16,047-71.6% | $14,480-68.5% |