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 | $313,623 | $118,488+164.7% | $98,462+218.5% | $139,487+124.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.24% | 18.96%-3.7pp | 21.17%-5.9pp | 373.84%-358.6pp |
| Employer contribution / active EE | $2,118 | $3,611-41.3% | $3,049-30.5% | $4,755-55.5% |
| Participant deferral / active EE | $7,250 | $5,393+34.4% | $4,738+53.0% | $6,713+8.0% |
| Admin fee / account holder | $4,413 | $13,868-68.2% | $8,875-50.3% | $11,407-61.3% |