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 | $283,573 | $52,379+441.4% | $46,225+513.5% | $273,972+3.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 8.11% | 7.23%+0.9pp | 7.57%+0.5pp | 41.46%-33.3pp |
| Employer contribution / active EE | $8,328 | $4,226+97.1% | $3,424+143.2% | $4,869+71.1% |
| Participant deferral / active EE | $28,036 | $4,660+501.7% | $3,776+642.4% | $5,287+430.3% |
| Admin fee / account holder | $12,302 | $4,652+164.4% | $3,519+249.5% | $10,133+21.4% |