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 | $343,214 | $210,510+63.0% | $153,500+123.6% | $145,877+135.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.59% | 13.45%-1.9pp | 15.70%-4.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $14,186 | $6,052+134.4% | $5,039+181.5% | $4,663+204.2% |
| Participant deferral / active EE | $10,167 | $7,974+27.5% | $6,756+50.5% | $6,691+52.0% |
| Admin fee / account holder | $20,028 | $19,455+2.9% | $12,736+57.3% | $13,402+49.4% |