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 | $426,678 | $99,345+329.5% | $84,753+403.4% | $273,972+55.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.32% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.1pp |
| Employer contribution / active EE | $11,111 | $4,214+163.7% | $3,574+210.9% | $4,869+128.2% |
| Participant deferral / active EE | $9,636 | $4,270+125.7% | $3,712+159.6% | $5,287+82.2% |
| Admin fee / account holder | $1,977 | $6,645-70.3% | $5,333-62.9% | $10,133-80.5% |