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 | $353,253 | $81,504+333.4% | $102,437+244.8% | $80,959+336.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.45% | 25.60%-14.1pp | 24.95%-13.5pp | 35.67%-24.2pp |
| Employer contribution / active EE | $21,281 | $3,104+585.7% | $3,871+449.8% | $2,757+671.8% |
| Participant deferral / active EE | $7,918 | $3,871+104.6% | $5,060+56.5% | $4,300+84.1% |
| Admin fee / account holder | $11,839 | $6,719+76.2% | $8,388+41.1% | $6,925+71.0% |