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 | $264,717 | $110,083+140.5% | $151,645+74.6% | $68,490+286.5% |
| Participation rate | 87.1% | 84.0%+3.1pp | 87.5%-0.4pp | 67.9%+19.2pp |
| Annual return | -11.07% | -10.12%-0.9pp | 3.34%-14.4pp | -7.85%-3.2pp |
| Employer contribution / active EE | $4,434 | $4,470-0.8% | $6,165-28.1% | $2,597+70.8% |
| Participant deferral / active EE | $16,209 | $6,526+148.4% | $8,363+93.8% | $4,028+302.4% |
| Admin fee / account holder | $10,371 | $7,718+34.4% | $11,614-10.7% | $5,403+92.0% |