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 | $346,979 | $87,834+295.0% | $133,975+159.0% | $62,881+451.8% |
| Participation rate | 94.8% | 83.4%+11.4pp | 87.1%+7.7pp | 69.3%+25.5pp |
| Annual return | 9.14% | 12.05%-2.9pp | 29.29%-20.2pp | 20.14%-11.0pp |
| Employer contribution / active EE | $14,646 | $3,482+320.6% | $5,211+181.0% | $2,281+542.1% |
| Participant deferral / active EE | $10,961 | $4,812+127.8% | $6,282+74.5% | $3,203+242.2% |
| Admin fee / account holder | $2,179 | $5,372-59.4% | $9,324-76.6% | $4,296-49.3% |