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 | $285,560 | $81,262+251.4% | $155,602+83.5% | $80,911+252.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.19% | 33.34%-14.2pp | 64.81%-45.6pp | 35.63%-16.4pp |
| Employer contribution / active EE | $8,610 | $3,102+177.6% | $4,675+84.2% | $2,756+212.4% |
| Participant deferral / active EE | $7,449 | $3,451+115.8% | $5,629+32.3% | $4,297+73.3% |
| Admin fee / account holder | $4,088 | $7,992-48.9% | $15,923-74.3% | $6,935-41.1% |