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 | $334,223 | $138,393+141.5% | $184,256+81.4% | $80,959+312.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.50% | 20.01%-4.5pp | 28.85%-13.3pp | 35.67%-20.2pp |
| Employer contribution / active EE | $16,813 | $4,847+246.9% | $6,427+161.6% | $2,757+509.8% |
| Participant deferral / active EE | $20,085 | $7,076+183.8% | $9,133+119.9% | $4,300+367.1% |
| Admin fee / account holder | $25,263 | $10,489+140.9% | $13,899+81.8% | $6,925+264.8% |