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 | $138,385+86.1% | $184,243+39.8% | $80,925+218.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.98% | 20.02%-4.0pp | 28.82%-12.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $19,190 | $4,851+295.6% | $6,427+198.6% | $2,756+596.2% |
| Participant deferral / active EE | $15,803 | $7,075+123.3% | $9,132+73.0% | $4,299+267.6% |
| Admin fee / account holder | $40,621 | $10,489+287.3% | $13,914+191.9% | $6,940+485.3% |