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 | $378,619 | $81,262+365.9% | $155,602+143.3% | $80,911+367.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.96% | 33.34%-18.4pp | 64.81%-49.8pp | 35.63%-20.7pp |
| Employer contribution / active EE | $28,113 | $3,102+806.3% | $4,675+501.3% | $2,756+920.1% |
| Participant deferral / active EE | $6,403 | $3,451+85.5% | $5,629+13.8% | $4,297+49.0% |
| Admin fee / account holder | $9,272 | $7,992+16.0% | $15,923-41.8% | $6,935+33.7% |