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 | $286,969 | $114,013+151.7% | $103,693+176.7% | $155,188+84.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.09% | 49.31%-34.2pp | 47.61%-32.5pp | 148.84%-133.8pp |
| Employer contribution / active EE | $11,335 | $3,131+262.0% | $2,920+288.1% | $4,248+166.8% |
| Participant deferral / active EE | $6,240 | $4,970+25.6% | $4,579+36.3% | $6,531-4.5% |
| Admin fee / account holder | $4,335 | $8,407-48.4% | $7,858-44.8% | $14,480-70.1% |