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 | $280,562 | $254,759+10.1% | $216,567+29.5% | $198,609+41.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 81.6%-6.6pp | 82.4%-7.4pp |
| Annual return | 18.49% | 10.04%+8.4pp | 12.94%+5.5pp | 202.70%-184.2pp |
| Employer contribution / active EE | $2,508 | $6,096-58.9% | $5,216-51.9% | $5,055-50.4% |
| Participant deferral / active EE | $10,907 | $6,948+57.0% | $6,191+76.2% | $6,977+56.3% |
| Admin fee / account holder | $8,698 | $26,311-66.9% | $21,981-60.4% | $19,030-54.3% |