Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $262,657 | $138,312+89.9% | $122,979+113.6% | $155,188+69.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.02% | 22.06%-9.0pp | 20.12%-7.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $3,038 | $3,530-14.0% | $3,062-0.8% | $4,248-28.5% |
| Participant deferral / active EE | $11,385 | $5,592+103.6% | $5,003+127.6% | $6,531+74.3% |
| Admin fee / account holder | $3,312 | $15,089-78.0% | $12,864-74.3% | $14,480-77.1% |