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 | $354,018 | $87,834+303.1% | $133,975+164.2% | $62,881+463.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 22.97% | 12.05%+10.9pp | 29.29%-6.3pp | 20.14%+2.8pp |
| Employer contribution / active EE | $13,562 | $3,482+289.4% | $5,211+160.3% | $2,281+494.6% |
| Participant deferral / active EE | $16,454 | $4,812+242.0% | $6,282+161.9% | $3,203+413.7% |
| Admin fee / account holder | $11,735 | $5,372+118.4% | $9,324+25.9% | $4,296+173.2% |