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 | $406,668 | $95,453+326.0% | $112,040+263.0% | $82,448+393.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.58% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,423 | $2,318+47.7% | $2,954+15.9% | $2,551+34.2% |
| Participant deferral / active EE | $14,386 | $4,224+240.6% | $5,098+182.2% | $4,139+247.5% |
| Admin fee / account holder | $36,206 | $9,013+301.7% | $12,098+199.3% | $7,234+400.5% |