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 | $252,667 | $81,233+211.0% | $155,567+62.4% | $80,874+212.4% |
| Participation rate | 96.5% | 66.2%+30.3pp | 78.2%+18.3pp | 67.6%+28.8pp |
| Annual return | 12.69% | 33.33%-20.6pp | 64.74%-52.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $8,910 | $3,101+187.3% | $4,674+90.6% | $2,756+223.3% |
| Participant deferral / active EE | $5,754 | $3,452+66.7% | $5,628+2.2% | $4,297+33.9% |
| Admin fee / account holder | $26,970 | $7,998+237.2% | $15,916+69.4% | $6,935+288.9% |