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 | $390,254 | $181,896+114.5% | $156,551+149.3% | $273,972+42.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.06% | 30.74%-27.7pp | 32.23%-29.2pp | 41.46%-38.4pp |
| Employer contribution / active EE | $16,918 | $6,248+170.8% | $5,501+207.5% | $4,869+247.5% |
| Participant deferral / active EE | $10,800 | $5,550+94.6% | $4,871+121.7% | $5,287+104.3% |
| Admin fee / account holder | $265,167 | $15,560+1604.1% | $13,028+1935.3% | $10,133+2517.0% |