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 | $339,504 | $167,415+102.8% | $140,514+141.6% | $198,609+70.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 8.69% | 13.85%-5.2pp | 14.36%-5.7pp | 202.70%-194.0pp |
| Employer contribution / active EE | $12,742 | $4,088+211.7% | $3,378+277.2% | $5,055+152.0% |
| Participant deferral / active EE | $7,353 | $5,579+31.8% | $4,919+49.5% | $6,977+5.4% |
| Admin fee / account holder | $5,427 | $16,730-67.6% | $13,697-60.4% | $19,030-71.5% |