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 | $272,875 | $201,370+35.5% | $184,256+48.1% | $145,897+87.0% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 10.38% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,792 | $7,024-46.0% | $6,427-41.0% | $4,663-18.7% |
| Participant deferral / active EE | $6,534 | $9,808-33.4% | $9,133-28.5% | $6,689-2.3% |
| Admin fee / account holder | $27,333 | $16,364+67.0% | $13,899+96.6% | $13,390+104.1% |