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 | $263,437 | $135,956+93.8% | $123,894+112.6% | $273,972-3.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.71% | 56.63%-44.9pp | 47.52%-35.8pp | 41.46%-29.7pp |
| Employer contribution / active EE | $10,006 | $5,170+93.5% | $4,617+116.7% | $4,869+105.5% |
| Participant deferral / active EE | $14,400 | $6,343+127.0% | $5,984+140.6% | $5,287+172.4% |
| Admin fee / account holder | $2,127 | $9,817-78.3% | $8,357-74.5% | $10,133-79.0% |