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 | $317,089 | $81,276+290.1% | $155,574+103.8% | $80,925+291.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.68% | 33.36%-19.7pp | 64.87%-51.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $9,374 | $3,103+202.1% | $4,676+100.5% | $2,756+240.1% |
| Participant deferral / active EE | $5,974 | $3,453+73.0% | $5,629+6.1% | $4,299+39.0% |
| Admin fee / account holder | $2,155 | $7,993-73.0% | $15,914-86.5% | $6,940-69.0% |