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 | $250,222 | $78,015+220.7% | $178,505+40.2% | $80,959+209.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 12.76% | 18.10%-5.3pp | 27.16%-14.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $14,449 | $2,281+533.4% | $3,955+265.3% | $2,757+424.1% |
| Participant deferral / active EE | $13,871 | $4,406+214.8% | $6,280+120.9% | $4,300+222.6% |
| Admin fee / account holder | $86,861 | $7,160+1113.1% | $10,428+733.0% | $6,925+1154.3% |