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 | $309,744 | $67,894+356.2% | $89,340+246.7% | $82,448+275.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 16.50% | 19.21%-2.7pp | 20.57%-4.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,405 | $1,828+195.7% | $2,231+142.3% | $2,551+111.9% |
| Participant deferral / active EE | $3,514 | $3,072+14.4% | $3,823-8.1% | $4,139-15.1% |
| Admin fee / account holder | $22,853 | $5,723+299.3% | $6,704+240.9% | $7,234+215.9% |