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 | $409,911 | $181,896+125.4% | $156,551+161.8% | $273,972+49.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.15% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $13,317 | $6,248+113.1% | $5,501+142.1% | $4,869+173.5% |
| Participant deferral / active EE | $7,737 | $5,550+39.4% | $4,871+58.8% | $5,287+46.3% |
| Admin fee / account holder | $4,263 | $15,560-72.6% | $13,028-67.3% | $10,133-57.9% |