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 | $278,670 | $108,897+155.9% | $100,378+177.6% | $145,877+91.0% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 17.11% | 58.17%-41.1pp | 49.41%-32.3pp | 551.28%-534.2pp |
| Employer contribution / active EE | $2,319 | $4,420-47.5% | $3,942-41.2% | $4,663-50.3% |
| Participant deferral / active EE | $4,791 | $8,455-43.3% | $8,087-40.8% | $6,691-28.4% |
| Admin fee / account holder | $6,551 | $9,690-32.4% | $7,899-17.1% | $13,402-51.1% |