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 | $314,009 | $114,712+173.7% | $173,730+80.7% | $87,485+258.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 12.26% | 20.18%-7.9pp | 19.96%-7.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $10,341 | $2,904+256.1% | $4,577+125.9% | $2,596+298.3% |
| Participant deferral / active EE | $8,101 | $4,642+74.5% | $6,326+28.1% | $4,274+89.6% |
| Admin fee / account holder | $3,929 | $10,210-61.5% | $17,523-77.6% | $7,775-49.5% |