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 | $346,582 | $213,785+62.1% | $185,441+86.9% | $155,188+123.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 20.30% | 19.97%+0.3pp | 20.16%+0.1pp | 148.84%-128.5pp |
| Employer contribution / active EE | $13,695 | $5,393+153.9% | $4,672+193.1% | $4,248+222.4% |
| Participant deferral / active EE | $8,799 | $6,864+28.2% | $6,152+43.0% | $6,531+34.7% |
| Admin fee / account holder | $1,808 | $21,134-91.4% | $17,890-89.9% | $14,480-87.5% |