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 | $267,261 | $87,132+206.7% | $105,624+153.0% | $80,959+230.1% |
| Participation rate | 93.1% | 70.4%+22.7pp | 75.3%+17.8pp | 67.7%+25.4pp |
| Annual return | 10.62% | 17.03%-6.4pp | 116.20%-105.6pp | 35.67%-25.0pp |
| Employer contribution / active EE | $6,647 | $2,397+177.3% | $3,168+109.8% | $2,757+141.1% |
| Participant deferral / active EE | $8,022 | $3,985+101.3% | $5,013+60.0% | $4,300+86.5% |
| Admin fee / account holder | $1,709 | $8,449-79.8% | $10,961-84.4% | $6,925-75.3% |