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 | $287,236 | $80,992+254.6% | $96,534+197.6% | $75,173+282.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.55% | 27.05%-5.5pp | 25.88%-4.3pp | 160.72%-139.2pp |
| Employer contribution / active EE | $4,592 | $2,283+101.2% | $2,965+54.9% | $2,671+71.9% |
| Participant deferral / active EE | $8,125 | $3,929+106.8% | $4,851+67.5% | $4,126+96.9% |
| Admin fee / account holder | $14,316 | $6,717+113.1% | $8,253+73.5% | $5,651+153.4% |