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 | $269,073 | $106,749+152.1% | $145,433+85.0% | $82,448+226.4% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 18.93% | 27.59%-8.7pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,659 | $3,444-22.8% | $4,554-41.6% | $2,551+4.2% |
| Participant deferral / active EE | $6,910 | $6,519+6.0% | $7,897-12.5% | $4,139+66.9% |
| Admin fee / account holder | $881 | $8,390-89.5% | $13,129-93.3% | $7,234-87.8% |