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 | $335,525 | $61,815+442.8% | $97,295+244.9% | $80,959+314.4% |
| Participation rate | 95.8% | 63.5%+32.4pp | 72.7%+23.2pp | 67.7%+28.2pp |
| Annual return | 17.11% | -558.73%+575.8pp | 75.62%-58.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $9,250 | $1,836+403.7% | $2,723+239.7% | $2,757+235.5% |
| Participant deferral / active EE | $5,241 | $3,027+73.2% | $4,264+22.9% | $4,300+21.9% |
| Admin fee / account holder | $19,851 | $5,166+284.3% | $5,646+251.6% | $6,925+186.6% |