Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $270,427 | $100,970+167.8% | $96,576+180.0% | $137,256+97.0% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 19.25% | 38.16%-18.9pp | 38.47%-19.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $11,585 | $3,809+204.1% | $3,553+226.0% | $4,156+178.7% |
| Participant deferral / active EE | $25,125 | $8,286+203.2% | $7,956+215.8% | $6,407+292.2% |
| Admin fee / account holder | $1,859 | $11,312-83.6% | $11,381-83.7% | $12,270-84.8% |