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 | $282,305 | $106,524+165.0% | $152,301+85.4% | $87,485+222.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.78% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $9,637 | $3,371+185.9% | $4,624+108.4% | $2,596+271.2% |
| Participant deferral / active EE | $9,211 | $6,525+41.2% | $8,004+15.1% | $4,274+115.5% |
| Admin fee / account holder | $6,443 | $8,287-22.3% | $14,398-55.3% | $7,775-17.1% |