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 | $299,831 | $81,358+268.5% | $155,556+92.7% | $80,959+270.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.85% | 33.39%-18.5pp | 64.84%-50.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $11,658 | $3,106+275.3% | $4,675+149.3% | $2,757+322.8% |
| Participant deferral / active EE | $8,786 | $3,455+154.3% | $5,631+56.0% | $4,300+104.3% |
| Admin fee / account holder | $27,791 | $7,994+247.7% | $15,885+75.0% | $6,925+301.3% |