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 | $342,623 | $105,960+223.4% | $81,726+319.2% | $158,982+115.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.01% | 38.19%-25.2pp | 29.49%-16.5pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,244 | $7,805-71.2% | $4,311-47.9% | $4,763-52.9% |
| Participant deferral / active EE | $6,500 | $13,011-50.0% | $7,108-8.6% | $5,983+8.6% |
| Admin fee / account holder | $3,295 | $8,494-61.2% | $5,160-36.1% | $11,252-70.7% |