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 | $356,586 | $99,345+258.9% | $84,753+320.7% | $273,972+30.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.37% | 22.93%-10.6pp | 22.78%-10.4pp | 41.46%-29.1pp |
| Employer contribution / active EE | $35,000 | $4,214+730.6% | $3,574+879.2% | $4,869+618.9% |
| Participant deferral / active EE | $24,000 | $4,270+462.1% | $3,712+546.6% | $5,287+353.9% |
| Admin fee / account holder | $2,790 | $6,645-58.0% | $5,333-47.7% | $10,133-72.5% |