Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $255,364 | $86,940+193.7% | $102,434+149.3% | $80,935+215.5% |
| Participation rate | 97.1% | 72.4%+24.8pp | 76.5%+20.6pp | 67.7%+29.5pp |
| Annual return | 17.16% | 18.89%-1.7pp | 29.46%-12.3pp | 35.66%-18.5pp |
| Employer contribution / active EE | $2,361 | $2,370-0.3% | $3,023-21.9% | $2,757-14.3% |
| Participant deferral / active EE | $6,718 | $4,121+63.0% | $5,055+32.9% | $4,299+56.3% |
| Admin fee / account holder | $4,459 | $8,047-44.6% | $9,462-52.9% | $6,924-35.6% |