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 | $267,570 | $101,795+162.9% | $165,100+62.1% | $80,959+230.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 15.07% | 16.73%-1.7pp | 70.21%-55.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $11,600 | $2,954+292.7% | $4,348+166.8% | $2,757+320.7% |
| Participant deferral / active EE | $14,796 | $4,476+230.6% | $6,035+145.2% | $4,300+244.1% |
| Admin fee / account holder | $1,799 | $8,221-78.1% | $12,696-85.8% | $6,925-74.0% |