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 | $250,341 | $116,462+115.0% | $740,967-66.2% | $116,462+115.0% |
| Participation rate | 97.5% | 74.7%+22.8pp | 93.1%+4.4pp | 74.7%+22.8pp |
| Annual return | 22.25% | 15.65%+6.6pp | 11.85%+10.4pp | 15.65%+6.6pp |
| Employer contribution / active EE | $3,133 | $3,231-3.0% | $10,506-70.2% | $3,231-3.0% |
| Participant deferral / active EE | $7,911 | $3,836+106.2% | $6,284+25.9% | $3,836+106.2% |
| Admin fee / account holder | $18,300 | $12,754+43.5% | $75,689-75.8% | $12,754+43.5% |