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 | $258,552 | $97,125+166.2% | $86,233+199.8% | $137,256+88.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 14.34% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,772 | $2,841-37.6% | $2,504-29.3% | $4,156-57.4% |
| Participant deferral / active EE | $9,994 | $5,180+92.9% | $4,559+119.2% | $6,407+56.0% |
| Admin fee / account holder | $7,044 | $9,725-27.6% | $8,342-15.6% | $12,270-42.6% |