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 | $100,194+247.9% | $122,979+183.4% | $86,983+300.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 18.01% | 16.47%+1.5pp | 20.12%-2.1pp | 25.83%-7.8pp |
| Employer contribution / active EE | $9,172 | $2,326+294.4% | $3,062+199.5% | $2,584+254.9% |
| Participant deferral / active EE | $7,225 | $4,133+74.8% | $5,003+44.4% | $4,194+72.3% |
| Admin fee / account holder | $17,954 | $10,148+76.9% | $12,864+39.6% | $7,856+128.5% |