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 | $261,461 | $213,785+22.3% | $185,441+41.0% | $155,188+68.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.72% | 19.97%-5.2pp | 20.16%-5.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $11,138 | $5,393+106.5% | $4,672+138.4% | $4,248+162.2% |
| Participant deferral / active EE | $18,348 | $6,864+167.3% | $6,152+198.3% | $6,531+180.9% |
| Admin fee / account holder | $3,422 | $21,134-83.8% | $17,890-80.9% | $14,480-76.4% |