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 | $314,707 | $106,524+195.4% | $152,301+106.6% | $87,485+259.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.26% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $18,442 | $3,371+447.0% | $4,624+298.8% | $2,596+610.3% |
| Participant deferral / active EE | $10,933 | $6,525+67.6% | $8,004+36.6% | $4,274+155.8% |
| Admin fee / account holder | $5,647 | $8,287-31.9% | $14,398-60.8% | $7,775-27.4% |