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 | $257,816 | $172,111+49.8% | $150,298+71.5% | $137,256+87.8% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 16.42% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $7,297 | $4,636+57.4% | $4,154+75.7% | $4,156+75.6% |
| Participant deferral / active EE | $6,464 | $6,166+4.8% | $5,453+18.5% | $6,407+0.9% |
| Admin fee / account holder | $25,105 | $16,471+52.4% | $14,116+77.9% | $12,270+104.6% |