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 | $279,007 | $192,829+44.7% | $142,516+95.8% | $139,487+100.0% |
| Participation rate | 85.7% | 81.4%+4.3pp | 76.8%+8.9pp | 80.3%+5.4pp |
| Annual return | 30.24% | 18.07%+12.2pp | 20.03%+10.2pp | 373.84%-343.6pp |
| Employer contribution / active EE | $7,957 | $5,808+37.0% | $4,849+64.1% | $4,755+67.4% |
| Participant deferral / active EE | $4,676 | $7,200-35.1% | $6,280-25.5% | $6,713-30.3% |
| Admin fee / account holder | $3,149 | $15,120-79.2% | $10,008-68.5% | $11,407-72.4% |