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 | $261,709 | $57,057+358.7% | $85,009+207.9% | $80,874+223.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 18.78% | 21.66%-2.9pp | 66.47%-47.7pp | 35.62%-16.8pp |
| Employer contribution / active EE | $18,102 | $1,799+906.4% | $2,728+563.5% | $2,756+556.9% |
| Participant deferral / active EE | $15,371 | $3,112+394.0% | $4,522+239.9% | $4,297+257.7% |
| Admin fee / account holder | $15,168 | $4,986+204.2% | $6,153+146.5% | $6,935+118.7% |