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 | $251,538 | $172,111+46.1% | $150,298+67.4% | $137,256+83.3% |
| Participation rate | 91.3% | 81.7%+9.6pp | 77.8%+13.5pp | 80.0%+11.3pp |
| Annual return | 12.93% | 69.37%-56.4pp | 62.79%-49.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,609 | $4,636-43.7% | $4,154-37.2% | $4,156-37.2% |
| Participant deferral / active EE | $4,570 | $6,166-25.9% | $5,453-16.2% | $6,407-28.7% |
| Admin fee / account holder | $1,557 | $16,471-90.5% | $14,116-89.0% | $12,270-87.3% |