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 | $223,823+17.3% | $211,142+24.3% | $154,746+69.6% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 14.17% | 50.39%-36.2pp | 46.84%-32.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $4,070 | $6,787-40.0% | $6,442-36.8% | $4,379-7.1% |
| Participant deferral / active EE | $11,139 | $9,750+14.2% | $9,284+20.0% | $6,730+65.5% |
| Admin fee / account holder | $17,632 | $19,707-10.5% | $19,076-7.6% | $14,365+22.7% |