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 | $260,771 | $149,741+74.1% | $118,914+119.3% | $158,982+64.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.57% | 19.94%-9.4pp | 35.89%-25.3pp | 302.99%-292.4pp |
| Employer contribution / active EE | $1,060 | $4,119-74.3% | $3,264-67.5% | $4,763-77.7% |
| Participant deferral / active EE | $11,805 | $5,226+125.9% | $4,266+176.7% | $5,983+97.3% |
| Admin fee / account holder | $2,329 | $8,607-72.9% | $6,582-64.6% | $11,252-79.3% |