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 | $304,755 | $139,948+117.8% | $121,663+150.5% | $154,746+96.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.97% | 230.52%-215.6pp | 147.54%-132.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,618 | $3,521-54.0% | $3,020-46.4% | $4,379-63.1% |
| Participant deferral / active EE | $1,756 | $5,629-68.8% | $4,887-64.1% | $6,730-73.9% |
| Admin fee / account holder | $20,959 | $17,321+21.0% | $14,289+46.7% | $14,365+45.9% |