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 | $314,507 | $155,555+102.2% | $146,866+114.1% | $155,188+102.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 13.22% | 115.41%-102.2pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $4,000 | $4,647-13.9% | $4,425-9.6% | $4,248-5.8% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,801 | $14,755-74.2% | $13,620-72.1% | $14,480-73.7% |