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 | $284,237 | $87,834+223.6% | $133,975+112.2% | $62,881+352.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.87% | 12.05%-2.2pp | 29.29%-19.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,319 | $3,482-4.7% | $5,211-36.3% | $2,281+45.5% |
| Participant deferral / active EE | $5,461 | $4,812+13.5% | $6,282-13.1% | $3,203+70.5% |
| Admin fee / account holder | $21,247 | $5,372+295.5% | $9,324+127.9% | $4,296+394.6% |