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 | $445,538 | $181,896+144.9% | $156,551+184.6% | $273,972+62.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.89% | 30.74%-21.9pp | 32.23%-23.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $20,826 | $6,248+233.3% | $5,501+278.6% | $4,869+327.8% |
| Participant deferral / active EE | $11,979 | $5,550+115.8% | $4,871+145.9% | $5,287+126.6% |
| Admin fee / account holder | $1,211 | $15,560-92.2% | $13,028-90.7% | $10,133-88.1% |