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 | $327,298 | $100,194+226.7% | $122,979+166.1% | $86,983+276.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.78% | 16.47%-4.7pp | 20.12%-8.3pp | 25.83%-14.0pp |
| Employer contribution / active EE | $5,212 | $2,326+124.1% | $3,062+70.2% | $2,584+101.7% |
| Participant deferral / active EE | $13,688 | $4,133+231.2% | $5,003+173.6% | $4,194+226.4% |
| Admin fee / account holder | $28,077 | $10,148+176.7% | $12,864+118.3% | $7,856+257.4% |