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 | $318,898 | $78,015+308.8% | $178,505+78.6% | $80,959+293.9% |
| Participation rate | 82.1% | 65.7%+16.4pp | 77.1%+4.9pp | 67.7%+14.4pp |
| Annual return | 19.70% | 18.10%+1.6pp | 27.16%-7.5pp | 35.67%-16.0pp |
| Employer contribution / active EE | $2,048 | $2,281-10.2% | $3,955-48.2% | $2,757-25.7% |
| Participant deferral / active EE | $11,388 | $4,406+158.5% | $6,280+81.3% | $4,300+164.8% |
| Admin fee / account holder | $5,581 | $7,160-22.1% | $10,428-46.5% | $6,925-19.4% |