Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $350,221 | $215,361+62.6% | $171,082+104.7% | $273,972+27.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.37% | 25.14%-17.8pp | 32.56%-25.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,333 | $4,967-32.9% | $4,002-16.7% | $4,869-31.5% |
| Participant deferral / active EE | $7,153 | $5,543+29.0% | $4,797+49.1% | $5,287+35.3% |
| Admin fee / account holder | $35,801 | $10,846+230.1% | $8,520+320.2% | $10,133+253.3% |