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 | $289,460 | $215,361+34.4% | $171,082+69.2% | $273,972+5.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.57% | 25.14%-21.6pp | 32.56%-29.0pp | 41.46%-37.9pp |
| Employer contribution / active EE | $11,693 | $4,967+135.4% | $4,002+192.2% | $4,869+140.2% |
| Participant deferral / active EE | $12,333 | $5,543+122.5% | $4,797+157.1% | $5,287+133.3% |
| Admin fee / account holder | $13,601 | $10,846+25.4% | $8,520+59.6% | $10,133+34.2% |