Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $255,511 | $126,661+101.7% | $113,397+125.3% | $138,895+84.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.70% | 25.05%-13.4pp | 23.20%-11.5pp | 145.39%-133.7pp |
| Employer contribution / active EE | $10,497 | $3,456+203.7% | $2,977+252.6% | $4,194+150.3% |
| Participant deferral / active EE | $4,690 | $5,693-17.6% | $5,076-7.6% | $6,396-26.7% |
| Admin fee / account holder | $3,183 | $14,549-78.1% | $11,957-73.4% | $12,562-74.7% |