Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $284,479 | $123,793+129.8% | $177,840+60.0% | $79,852+256.3% |
| Participation rate | 94.9% | 84.7%+10.2pp | 87.7%+7.2pp | 69.6%+25.2pp |
| Annual return | 20.00% | 22.82%-2.8pp | 48.32%-28.3pp | 31.72%-11.7pp |
| Employer contribution / active EE | $15,835 | $4,095+286.7% | $5,919+167.5% | $2,471+540.8% |
| Participant deferral / active EE | $13,561 | $5,956+127.7% | $7,714+75.8% | $3,740+262.6% |
| Admin fee / account holder | $500 | $7,243-93.1% | $12,431-96.0% | $5,306-90.6% |