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 | $267,619 | $100,125+167.3% | $81,482+228.4% | $145,978+83.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 34.44%-20.6pp | 24.79%-11.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $9,228 | $2,977+209.9% | $2,463+274.6% | $4,662+97.9% |
| Participant deferral / active EE | $11,378 | $4,609+146.8% | $3,885+192.9% | $6,690+70.1% |
| Admin fee / account holder | $6,668 | $8,198-18.7% | $5,761+15.7% | $13,400-50.2% |