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 | $375,517 | $146,267+156.7% | $197,124+90.5% | $82,448+355.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 21.61% | 29.61%-8.0pp | 44.34%-22.7pp | 41.64%-20.0pp |
| Employer contribution / active EE | $35,083 | $4,723+642.8% | $6,227+463.4% | $2,551+1275.3% |
| Participant deferral / active EE | $26,157 | $7,035+271.8% | $9,135+186.3% | $4,139+531.9% |
| Admin fee / account holder | $895 | $14,422-93.8% | $16,298-94.5% | $7,234-87.6% |