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 | $313,992 | $81,476+285.4% | $102,383+206.7% | $80,925+288.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.93% | 25.59%-7.7pp | 24.94%-7.0pp | 35.65%-17.7pp |
| Employer contribution / active EE | $6,151 | $3,105+98.1% | $3,870+58.9% | $2,756+123.2% |
| Participant deferral / active EE | $16,669 | $3,871+330.6% | $5,060+229.5% | $4,299+287.8% |
| Admin fee / account holder | $4,654 | $6,717-30.7% | $8,391-44.5% | $6,940-32.9% |