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 | $348,597 | $136,860+154.7% | $120,344+189.7% | $154,746+125.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.51% | 21.38%-6.9pp | 20.30%-5.8pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,211 | $3,533-37.4% | $3,020-26.8% | $4,379-49.5% |
| Participant deferral / active EE | $4,927 | $5,793-15.0% | $5,135-4.1% | $6,730-26.8% |
| Admin fee / account holder | $11,498 | $15,393-25.3% | $12,742-9.8% | $14,365-20.0% |