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 | $422,711 | $181,896+132.4% | $156,551+170.0% | $273,972+54.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.30% | 30.74%-26.4pp | 32.23%-27.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $3,861 | $6,248-38.2% | $5,501-29.8% | $4,869-20.7% |
| Participant deferral / active EE | $7,852 | $5,550+41.5% | $4,871+61.2% | $5,287+48.5% |
| Admin fee / account holder | $6,941 | $15,560-55.4% | $13,028-46.7% | $10,133-31.5% |