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 | $290,915 | $184,014+58.1% | $161,149+80.5% | $138,895+109.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 27.13% | 21.52%+5.6pp | 21.16%+6.0pp | 145.39%-118.3pp |
| Employer contribution / active EE | $10,704 | $5,055+111.7% | $4,360+145.5% | $4,194+155.2% |
| Participant deferral / active EE | $12,878 | $6,909+86.4% | $6,153+109.3% | $6,396+101.3% |
| Admin fee / account holder | $61,522 | $18,027+241.3% | $15,194+304.9% | $12,562+389.7% |