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 | $271,519 | $106,749+154.4% | $145,433+86.7% | $82,448+229.3% |
| Participation rate | 83.0% | 75.6%+7.3pp | 82.1%+0.9pp | 68.1%+14.9pp |
| Annual return | 14.40% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $4,469 | $3,444+29.8% | $4,554-1.9% | $2,551+75.2% |
| Participant deferral / active EE | $6,248 | $6,519-4.1% | $7,897-20.9% | $4,139+51.0% |
| Admin fee / account holder | $17,932 | $8,390+113.7% | $13,129+36.6% | $7,234+147.9% |