Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $264,358 | $201,344+31.3% | $184,243+43.5% | $145,877+81.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.03% | 29.01%-17.0pp | 28.82%-16.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $12,892 | $7,022+83.6% | $6,427+100.6% | $4,663+176.5% |
| Participant deferral / active EE | $11,500 | $9,807+17.3% | $9,132+25.9% | $6,691+71.9% |
| Admin fee / account holder | $1,056 | $16,382-93.6% | $13,914-92.4% | $13,402-92.1% |