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 | $252,005 | $81,331+209.8% | $155,534+62.0% | $80,935+211.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.32% | 33.37%-18.0pp | 64.92%-49.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $6,304 | $3,105+103.0% | $4,675+34.8% | $2,757+128.7% |
| Participant deferral / active EE | $7,759 | $3,454+124.6% | $5,630+37.8% | $4,299+80.5% |
| Admin fee / account holder | $1,597 | $7,999-80.0% | $15,900-90.0% | $6,924-76.9% |