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 | $354,622 | $213,785+65.9% | $185,441+91.2% | $155,188+128.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.43% | 19.97%-7.5pp | 20.16%-7.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $8,566 | $5,393+58.8% | $4,672+83.3% | $4,248+101.7% |
| Participant deferral / active EE | $6,879 | $6,864+0.2% | $6,152+11.8% | $6,531+5.3% |
| Admin fee / account holder | $7,901 | $21,134-62.6% | $17,890-55.8% | $14,480-45.4% |