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 | $270,966 | $81,358+233.1% | $155,556+74.2% | $80,959+234.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.97% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $8,829 | $3,106+184.2% | $4,675+88.8% | $2,757+220.2% |
| Participant deferral / active EE | $7,865 | $3,455+127.6% | $5,631+39.7% | $4,300+82.9% |
| Admin fee / account holder | $1,474 | $7,994-81.6% | $15,885-90.7% | $6,925-78.7% |