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 | $271,115 | $149,778+81.0% | $118,946+127.9% | $158,966+70.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 18.01% | 19.95%-1.9pp | 35.89%-17.9pp | 302.95%-284.9pp |
| Employer contribution / active EE | $8,185 | $4,117+98.8% | $3,263+150.8% | $4,762+71.9% |
| Participant deferral / active EE | $5,505 | $5,225+5.4% | $4,266+29.1% | $5,983-8.0% |
| Admin fee / account holder | $572 | $8,604-93.4% | $6,581-91.3% | $11,250-94.9% |