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 | $293,813 | $181,896+61.5% | $156,551+87.7% | $273,972+7.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.52% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $14,807 | $6,248+137.0% | $5,501+169.1% | $4,869+204.1% |
| Participant deferral / active EE | $20,667 | $5,550+272.4% | $4,871+324.3% | $5,287+290.9% |
| Admin fee / account holder | $46,842 | $15,560+201.0% | $13,028+259.5% | $10,133+362.3% |