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 | $315,774 | $88,042+258.7% | $138,135+128.6% | $79,856+295.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 26.02% | 20.58%+5.4pp | 20.51%+5.5pp | 31.71%-5.7pp |
| Employer contribution / active EE | $4,142 | $3,103+33.5% | $5,587-25.9% | $2,471+67.6% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,741-100.0% |
| Admin fee / account holder | $15,173 | $7,791+94.7% | $11,856+28.0% | $5,306+185.9% |