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 | $257,731 | $69,977+268.3% | $108,582+137.4% | $62,881+309.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 10.08% | 10.73%-0.7pp | -51.70%+61.8pp | 20.14%-10.1pp |
| Employer contribution / active EE | $12,807 | $2,135+499.9% | $3,758+240.8% | $2,281+461.5% |
| Participant deferral / active EE | $11,797 | $3,165+272.8% | $4,311+173.7% | $3,203+268.3% |
| Admin fee / account holder | $1,174 | $5,076-76.9% | $7,645-84.6% | $4,296-72.7% |