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 | $289,557 | $138,312+109.4% | $122,979+135.5% | $155,188+86.6% |
| Participation rate | 94.1% | 80.2%+13.9pp | 77.2%+16.9pp | 80.8%+13.3pp |
| Annual return | 23.84% | 22.06%+1.8pp | 20.12%+3.7pp | 148.84%-125.0pp |
| Employer contribution / active EE | $13,032 | $3,530+269.1% | $3,062+325.6% | $4,248+206.8% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,379 | $15,089-64.4% | $12,864-58.2% | $14,480-62.9% |