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 | $251,814 | $135,905+85.3% | $126,068+99.7% | $198,609+26.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.96% | 14.07%+6.9pp | 15.01%+5.9pp | 202.70%-181.7pp |
| Employer contribution / active EE | $24,988 | $4,245+488.6% | $3,968+529.7% | $5,055+394.3% |
| Participant deferral / active EE | $7,962 | $8,523-6.6% | $8,214-3.1% | $6,977+14.1% |
| Admin fee / account holder | $524 | $21,036-97.5% | $18,264-97.1% | $19,030-97.2% |