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 | $355,539 | $106,524+233.8% | $152,301+133.4% | $87,485+306.4% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 35.53% | 26.89%+8.6pp | 80.50%-45.0pp | 26.06%+9.5pp |
| Employer contribution / active EE | $16,675 | $3,371+394.6% | $4,624+260.6% | $2,596+542.3% |
| Participant deferral / active EE | $10,526 | $6,525+61.3% | $8,004+31.5% | $4,274+146.3% |
| Admin fee / account holder | $12,949 | $8,287+56.3% | $14,398-10.1% | $7,775+66.6% |