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 | $362,226 | $161,352+124.5% | $134,172+170.0% | $137,256+163.9% |
| Participation rate | 77.8% | 78.3%-0.5pp | 72.5%+5.3pp | 80.0%-2.2pp |
| Annual return | 9.46% | 28.72%-19.3pp | 25.30%-15.8pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,242 | $4,099-45.3% | $3,420-34.4% | $4,156-46.1% |
| Participant deferral / active EE | $1,937 | $5,552-65.1% | $4,690-58.7% | $6,407-69.8% |
| Admin fee / account holder | $1,089 | $15,028-92.8% | $12,016-90.9% | $12,270-91.1% |