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 | $307,056 | $106,864+187.3% | $147,318+108.4% | $82,637+271.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.75% | 27.49%-11.7pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $13,583 | $3,417+297.6% | $4,593+195.7% | $2,552+432.2% |
| Participant deferral / active EE | $12,030 | $6,496+85.2% | $7,906+52.2% | $4,126+191.6% |
| Admin fee / account holder | $856 | $8,415-89.8% | $13,708-93.8% | $7,339-88.3% |