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 | $356,787 | $135,956+162.4% | $123,894+188.0% | $273,972+30.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.86% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $12,917 | $5,170+149.9% | $4,617+179.8% | $4,869+165.3% |
| Participant deferral / active EE | $9,016 | $6,343+42.1% | $5,984+50.7% | $5,287+70.5% |
| Admin fee / account holder | $8,459 | $9,817-13.8% | $8,357+1.2% | $10,133-16.5% |