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 | $286,071 | $73,981+286.7% | $105,754+170.5% | $62,881+354.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 5.94% | 17.60%-11.7pp | 12.25%-6.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $10,117 | $2,856+254.2% | $4,079+148.0% | $2,281+343.5% |
| Participant deferral / active EE | $8,796 | $4,038+117.8% | $5,326+65.2% | $3,203+174.6% |
| Admin fee / account holder | $12,821 | $5,976+114.5% | $8,309+54.3% | $4,296+198.5% |