Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $357,304 | $107,666+231.9% | $102,184+249.7% | $154,746+130.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.35% | 29.33%-12.0pp | 31.58%-14.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $7,578 | $3,846+97.0% | $3,594+110.9% | $4,379+73.0% |
| Participant deferral / active EE | $16,775 | $8,719+92.4% | $8,309+101.9% | $6,730+149.2% |
| Admin fee / account holder | $3,410 | $12,943-73.7% | $11,609-70.6% | $14,365-76.3% |