Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $277,032 | $174,379+58.9% | $152,093+82.1% | $138,895+99.5% |
| Participation rate | 72.2% | 81.6%-9.4pp | 77.8%-5.5pp | 79.9%-7.7pp |
| Annual return | 16.71% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $5,467 | $4,652+17.5% | $4,175+31.0% | $4,194+30.4% |
| Participant deferral / active EE | $5,688 | $6,159-7.7% | $5,451+4.3% | $6,396-11.1% |
| Admin fee / account holder | $674 | $16,880-96.0% | $14,497-95.4% | $12,562-94.6% |