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 | $276,873 | $192,829+43.6% | $142,516+94.3% | $139,487+98.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 13.56% | 18.07%-4.5pp | 20.03%-6.5pp | 373.84%-360.3pp |
| Employer contribution / active EE | $11,929 | $5,808+105.4% | $4,849+146.0% | $4,755+150.9% |
| Participant deferral / active EE | $8,815 | $7,200+22.4% | $6,280+40.4% | $6,713+31.3% |
| Admin fee / account holder | $48,021 | $15,120+217.6% | $10,008+379.8% | $11,407+321.0% |