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 | $352,238 | $135,956+159.1% | $123,894+184.3% | $273,972+28.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.09% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $5,000 | $5,170-3.3% | $4,617+8.3% | $4,869+2.7% |
| Participant deferral / active EE | $9,168 | $6,343+44.5% | $5,984+53.2% | $5,287+73.4% |
| Admin fee / account holder | $4,918 | $9,817-49.9% | $8,357-41.2% | $10,133-51.5% |