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 | $319,928 | $82,523+287.7% | $115,752+176.4% | $70,126+356.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 16.50% | 28.22%-11.7pp | 19.41%-2.9pp | 73.15%-56.6pp |
| Employer contribution / active EE | $11,184 | $2,758+305.5% | $3,492+220.2% | $2,343+377.4% |
| Participant deferral / active EE | $14,283 | $4,062+251.6% | $5,204+174.5% | $3,332+328.7% |
| Admin fee / account holder | $2,938 | $4,552-35.5% | $6,278-53.2% | $4,645-36.8% |