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 | $258,724 | $91,559+182.6% | $133,978+93.1% | $79,856+224.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.61% | 61.85%-46.2pp | 45.10%-29.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $6,668 | $2,384+179.7% | $3,919+70.2% | $2,471+169.8% |
| Participant deferral / active EE | $5,741 | $3,734+53.8% | $5,047+13.7% | $3,741+53.5% |
| Admin fee / account holder | $3,821 | $6,321-39.5% | $8,930-57.2% | $5,306-28.0% |