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 | $275,953 | $162,812+69.5% | $133,971+106.0% | $158,966+73.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.43% | 41.94%-33.5pp | 45.09%-36.7pp | 302.95%-294.5pp |
| Employer contribution / active EE | $4,663 | $4,976-6.3% | $3,919+19.0% | $4,762-2.1% |
| Participant deferral / active EE | $13,706 | $5,910+131.9% | $5,047+171.6% | $5,983+129.1% |
| Admin fee / account holder | $72,508 | $11,741+517.6% | $8,929+712.0% | $11,250+544.5% |