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 | $317,810 | $100,194+217.2% | $122,979+158.4% | $86,983+265.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 19.52% | 16.47%+3.0pp | 20.12%-0.6pp | 25.83%-6.3pp |
| Employer contribution / active EE | $14,706 | $2,326+532.4% | $3,062+380.2% | $2,584+469.0% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,364 | $10,148-76.7% | $12,864-81.6% | $7,856-69.9% |