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 | $278,156 | $114,712+142.5% | $173,730+60.1% | $87,485+217.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 19.05% | 20.18%-1.1pp | 19.96%-0.9pp | 26.06%-7.0pp |
| Employer contribution / active EE | $7,454 | $2,904+156.7% | $4,577+62.8% | $2,596+187.1% |
| Participant deferral / active EE | $8,640 | $4,642+86.1% | $6,326+36.6% | $4,274+102.2% |
| Admin fee / account holder | $7,936 | $10,210-22.3% | $17,523-54.7% | $7,775+2.1% |