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 | $348,529 | $104,098+234.8% | $140,514+148.0% | $94,015+270.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 18.01% | 15.14%+2.9pp | 14.36%+3.7pp | 17.84%+0.2pp |
| Employer contribution / active EE | $9,172 | $2,388+284.1% | $3,378+171.5% | $2,790+228.7% |
| Participant deferral / active EE | $7,225 | $4,033+79.1% | $4,919+46.9% | $4,249+70.0% |
| Admin fee / account holder | $17,954 | $10,439+72.0% | $13,697+31.1% | $8,951+100.6% |