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 | $391,970 | $184,014+113.0% | $161,149+143.2% | $138,895+182.2% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.8%+12.8pp | 79.9%+11.7pp |
| Annual return | 14.48% | 21.52%-7.0pp | 21.16%-6.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $3,790 | $5,055-25.0% | $4,360-13.1% | $4,194-9.6% |
| Participant deferral / active EE | $11,725 | $6,909+69.7% | $6,153+90.5% | $6,396+83.3% |
| Admin fee / account holder | $1,115 | $18,027-93.8% | $15,194-92.7% | $12,562-91.1% |