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 | $272,974 | $71,480+281.9% | $90,782+200.7% | $64,173+325.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | 11.61% | -4.25%+15.9pp | -3.42%+15.0pp | 7.63%+4.0pp |
| Employer contribution / active EE | $10,194 | $3,415+198.5% | $4,105+148.3% | $2,381+328.2% |
| Participant deferral / active EE | $7,557 | $4,302+75.6% | $5,366+40.8% | $3,470+117.8% |
| Admin fee / account holder | $18,582 | $6,309+194.6% | $5,908+214.5% | $4,887+280.2% |