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 | $350,892 | $185,141+89.5% | $153,416+128.7% | $155,188+126.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 18.00% | 18.72%-0.7pp | 17.84%+0.2pp | 148.84%-130.8pp |
| Employer contribution / active EE | $15,599 | $4,489+247.5% | $3,764+314.4% | $4,248+267.2% |
| Participant deferral / active EE | $10,930 | $5,477+99.6% | $4,723+131.4% | $6,531+67.4% |
| Admin fee / account holder | $12,445 | $16,005-22.2% | $13,095-5.0% | $14,480-14.1% |