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 | $440,249 | $282,059+56.1% | $213,469+106.2% | $154,746+184.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 77.1%+11.8pp | 80.7%+8.2pp |
| Annual return | 15.11% | 20.90%-5.8pp | 20.58%-5.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,141 | $6,189-49.2% | $4,994-37.1% | $4,379-28.3% |
| Participant deferral / active EE | $5,664 | $8,186-30.8% | $6,841-17.2% | $6,730-15.8% |
| Admin fee / account holder | $13,045 | $37,435-65.2% | $27,141-51.9% | $14,365-9.2% |