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 | $262,517 | $209,336+25.4% | $197,124+33.2% | $137,256+91.3% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 14.17% | 48.09%-33.9pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $4,070 | $6,591-38.2% | $6,227-34.6% | $4,156-2.1% |
| Participant deferral / active EE | $11,139 | $9,614+15.9% | $9,135+21.9% | $6,407+73.9% |
| Admin fee / account holder | $17,632 | $17,308+1.9% | $16,298+8.2% | $12,270+43.7% |