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 | $259,669 | $154,228+68.4% | $145,433+78.5% | $137,256+89.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.28% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,105 | $4,804-35.4% | $4,554-31.8% | $4,156-25.3% |
| Participant deferral / active EE | $13,137 | $8,216+59.9% | $7,897+66.3% | $6,407+105.0% |
| Admin fee / account holder | $2,765 | $14,344-80.7% | $13,129-78.9% | $12,270-77.5% |