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 | $270,316 | $155,555+73.8% | $146,866+84.1% | $155,188+74.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.34% | 115.41%-103.1pp | 102.85%-90.5pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,981 | $4,647-35.8% | $4,425-32.6% | $4,248-29.8% |
| Participant deferral / active EE | $6,008 | $8,044-25.3% | $7,759-22.6% | $6,531-8.0% |
| Admin fee / account holder | $12,134 | $14,755-17.8% | $13,620-10.9% | $14,480-16.2% |