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 | $332,278 | $106,749+211.3% | $145,433+128.5% | $82,448+303.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.26% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $7,273 | $3,444+111.1% | $4,554+59.7% | $2,551+185.1% |
| Participant deferral / active EE | $10,028 | $6,519+53.8% | $7,897+27.0% | $4,139+142.3% |
| Admin fee / account holder | $9,800 | $8,390+16.8% | $13,129-25.4% | $7,234+35.5% |