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 | $366,503 | $106,524+244.1% | $152,301+140.6% | $87,485+318.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 23.23% | 26.89%-3.7pp | 80.50%-57.3pp | 26.06%-2.8pp |
| Employer contribution / active EE | $10,936 | $3,371+224.4% | $4,624+136.5% | $2,596+321.2% |
| Participant deferral / active EE | $12,179 | $6,525+86.7% | $8,004+52.2% | $4,274+185.0% |
| Admin fee / account holder | $51,011 | $8,287+515.6% | $14,398+254.3% | $7,775+556.1% |