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 | $300,612 | $81,358+269.5% | $155,556+93.2% | $80,959+271.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.85% | 33.39%-22.5pp | 64.84%-54.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $6,986 | $3,106+124.9% | $4,675+49.4% | $2,757+153.4% |
| Participant deferral / active EE | $7,849 | $3,455+127.1% | $5,631+39.4% | $4,300+82.5% |
| Admin fee / account holder | $2,232 | $7,994-72.1% | $15,885-86.0% | $6,925-67.8% |