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 | $306,117 | $97,289+214.6% | $92,805+229.8% | $155,188+97.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 17.84% | 29.03%-11.2pp | 31.59%-13.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $3,610 | $3,632-0.6% | $3,424+5.4% | $4,248-15.0% |
| Participant deferral / active EE | $9,397 | $8,795+6.8% | $8,448+11.2% | $6,531+43.9% |
| Admin fee / account holder | $17,706 | $12,015+47.4% | $10,911+62.3% | $14,480+22.3% |