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 | $254,378 | $167,415+51.9% | $140,514+81.0% | $198,609+28.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 24.03% | 13.85%+10.2pp | 14.36%+9.7pp | 202.70%-178.7pp |
| Employer contribution / active EE | $15,223 | $4,088+272.4% | $3,378+350.6% | $5,055+201.1% |
| Participant deferral / active EE | $14,106 | $5,579+152.9% | $4,919+186.8% | $6,977+102.2% |
| Admin fee / account holder | $2,958 | $16,730-82.3% | $13,697-78.4% | $19,030-84.5% |