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 | $332,774 | $87,834+278.9% | $133,975+148.4% | $62,881+429.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.54% | 12.05%-2.5pp | 29.29%-19.8pp | 20.14%-10.6pp |
| Employer contribution / active EE | $12,126 | $3,482+248.2% | $5,211+132.7% | $2,281+431.6% |
| Participant deferral / active EE | $12,110 | $4,812+151.7% | $6,282+92.8% | $3,203+278.1% |
| Admin fee / account holder | $23,880 | $5,372+344.5% | $9,324+156.1% | $4,296+455.9% |