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 | $384,868 | $97,648+294.1% | $121,663+216.3% | $87,485+339.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 17.29% | 18.03%-0.7pp | 147.54%-130.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $4,539 | $2,300+97.3% | $3,020+50.3% | $2,596+74.8% |
| Participant deferral / active EE | $6,523 | $3,923+66.3% | $4,887+33.5% | $4,274+52.6% |
| Admin fee / account holder | $13,727 | $11,100+23.7% | $14,289-3.9% | $7,775+76.6% |