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 | $301,432 | $106,749+182.4% | $145,433+107.3% | $82,448+265.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.57% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $11,366 | $3,444+230.0% | $4,554+149.6% | $2,551+345.6% |
| Participant deferral / active EE | $11,951 | $6,519+83.3% | $7,897+51.3% | $4,139+188.7% |
| Admin fee / account holder | $1,911 | $8,390-77.2% | $13,129-85.4% | $7,234-73.6% |