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 | $271,279 | $115,225+135.4% | $100,712+169.4% | $138,895+95.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.70% | 40.35%-26.7pp | 33.27%-19.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $13,196 | $2,771+376.2% | $2,313+470.6% | $4,194+214.6% |
| Participant deferral / active EE | $5,110 | $4,699+8.8% | $4,085+25.1% | $6,396-20.1% |
| Admin fee / account holder | $33,300 | $10,844+207.1% | $9,256+259.8% | $12,562+165.1% |