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 | $263,389 | $192,829+36.6% | $142,516+84.8% | $139,466+88.9% |
| Participation rate | 92.9% | 81.4%+11.4pp | 76.8%+16.1pp | 80.3%+12.5pp |
| Annual return | 14.16% | 17.99%-3.8pp | 19.99%-5.8pp | 373.66%-359.5pp |
| Employer contribution / active EE | $3,417 | $5,808-41.2% | $4,849-29.5% | $4,754-28.1% |
| Participant deferral / active EE | $10,335 | $7,200+43.5% | $6,280+64.6% | $6,712+54.0% |
| Admin fee / account holder | $23,797 | $15,120+57.4% | $10,008+137.8% | $11,409+108.6% |