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 | $310,226 | $239,571+29.5% | $183,328+69.2% | $137,256+126.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 13.81% | 35.69%-21.9pp | 29.67%-15.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $12,918 | $6,148+110.1% | $5,055+155.6% | $4,156+210.8% |
| Participant deferral / active EE | $10,739 | $7,995+34.3% | $6,795+58.0% | $6,407+67.6% |
| Admin fee / account holder | $22,236 | $30,059-26.0% | $21,427+3.8% | $12,270+81.2% |