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 | $260,637 | $181,896+43.3% | $156,551+66.5% | $273,972-4.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.81% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $9,589 | $6,248+53.5% | $5,501+74.3% | $4,869+96.9% |
| Participant deferral / active EE | $9,053 | $5,550+63.1% | $4,871+85.8% | $5,287+71.2% |
| Admin fee / account holder | $7,607 | $15,560-51.1% | $13,028-41.6% | $10,133-24.9% |