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 | $279,924 | $81,276+244.4% | $155,574+79.9% | $80,925+245.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.93% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $11,236 | $3,103+262.1% | $4,676+140.3% | $2,756+307.7% |
| Participant deferral / active EE | $11,672 | $3,453+238.0% | $5,629+107.4% | $4,299+171.5% |
| Admin fee / account holder | $35,510 | $7,993+344.2% | $15,914+123.1% | $6,940+411.7% |