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 | $258,502 | $99,345+160.2% | $84,753+205.0% | $273,972-5.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.19% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $14,290 | $4,214+239.1% | $3,574+299.8% | $4,869+193.5% |
| Participant deferral / active EE | $2,925 | $4,270-31.5% | $3,712-21.2% | $5,287-44.7% |
| Admin fee / account holder | $1,174 | $6,645-82.3% | $5,333-78.0% | $10,133-88.4% |