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 | $301,796 | $135,956+122.0% | $123,894+143.6% | $273,972+10.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.05% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $9,497 | $5,170+83.7% | $4,617+105.7% | $4,869+95.1% |
| Participant deferral / active EE | $5,399 | $6,343-14.9% | $5,984-9.8% | $5,287+2.1% |
| Admin fee / account holder | $13,774 | $9,817+40.3% | $8,357+64.8% | $10,133+35.9% |