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 | $257,488 | $138,393+86.1% | $184,256+39.7% | $80,959+218.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.98% | 20.01%-4.0pp | 28.85%-12.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $19,190 | $4,847+295.9% | $6,427+198.6% | $2,757+596.0% |
| Participant deferral / active EE | $15,803 | $7,076+123.3% | $9,133+73.0% | $4,300+267.5% |
| Admin fee / account holder | $40,621 | $10,489+287.3% | $13,899+192.2% | $6,925+486.6% |