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 | $322,495 | $117,895+173.5% | $102,460+214.8% | $145,897+121.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.88% | 31.92%-22.0pp | 29.47%-19.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $12,834 | $3,619+254.6% | $3,025+324.2% | $4,663+175.2% |
| Participant deferral / active EE | $14,393 | $5,736+150.9% | $5,056+184.7% | $6,689+115.2% |
| Admin fee / account holder | $2,256 | $13,353-83.1% | $9,460-76.2% | $13,390-83.2% |