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 | $178,174+57.5% | $156,181+79.6% | $137,256+104.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 18.49% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,508 | $4,972-49.6% | $4,294-41.6% | $4,156-39.7% |
| Participant deferral / active EE | $10,907 | $6,888+58.4% | $6,132+77.9% | $6,407+70.2% |
| Admin fee / account holder | $8,698 | $17,404-50.0% | $14,586-40.4% | $12,270-29.1% |