Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $279,938 | $87,037+221.6% | $106,201+163.6% | $80,874+246.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.59% | 17.05%-4.5pp | 116.26%-103.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $3,463 | $2,396+44.5% | $3,170+9.2% | $2,756+25.7% |
| Participant deferral / active EE | $10,830 | $3,986+171.7% | $5,012+116.1% | $4,297+152.0% |
| Admin fee / account holder | $11,487 | $8,434+36.2% | $11,039+4.1% | $6,935+65.6% |