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 | $294,867 | $127,387+131.5% | $115,038+156.3% | $125,389+135.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.91% | 31.28%-29.4pp | 26.14%-24.2pp | 282.24%-280.3pp |
| Employer contribution / active EE | $6,502 | $5,166+25.9% | $4,608+41.1% | $4,866+33.6% |
| Participant deferral / active EE | $9,010 | $6,423+40.3% | $6,026+49.5% | $5,352+68.4% |
| Admin fee / account holder | $1,053 | $9,516-88.9% | $8,175-87.1% | $9,541-89.0% |