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 | $321,377 | $96,558+232.8% | $80,977+296.9% | $273,972+17.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 20.37% | 15.14%+5.2pp | 17.11%+3.3pp | 41.46%-21.1pp |
| Employer contribution / active EE | $5,431 | $4,869+11.6% | $3,715+46.2% | $4,869+11.6% |
| Participant deferral / active EE | $13,556 | $6,598+105.5% | $5,696+138.0% | $5,287+156.4% |
| Admin fee / account holder | $3,404 | $7,493-54.6% | $5,517-38.3% | $10,133-66.4% |