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 | $283,932 | $201,370+41.0% | $184,256+54.1% | $145,897+94.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.06% | 29.05%-15.0pp | 28.85%-14.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $4,807 | $7,024-31.6% | $6,427-25.2% | $4,663+3.1% |
| Participant deferral / active EE | $14,946 | $9,808+52.4% | $9,133+63.6% | $6,689+123.4% |
| Admin fee / account holder | $3,945 | $16,364-75.9% | $13,899-71.6% | $13,390-70.5% |