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 | $253,978 | $138,393+83.5% | $184,256+37.8% | $80,959+213.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.56% | 20.01%-7.4pp | 28.85%-16.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $12,477 | $4,847+157.4% | $6,427+94.1% | $2,757+352.5% |
| Participant deferral / active EE | $12,708 | $7,076+79.6% | $9,133+39.1% | $4,300+195.5% |
| Admin fee / account holder | $2,971 | $10,489-71.7% | $13,899-78.6% | $6,925-57.1% |