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 | $351,812 | $138,393+154.2% | $184,256+90.9% | $80,959+334.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.63% | 20.01%-5.4pp | 28.85%-14.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $14,414 | $4,847+197.4% | $6,427+124.3% | $2,757+422.8% |
| Participant deferral / active EE | $19,666 | $7,076+177.9% | $9,133+115.3% | $4,300+357.3% |
| Admin fee / account holder | $44,147 | $10,489+320.9% | $13,899+217.6% | $6,925+537.5% |