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 | $308,151 | $105,929+190.9% | $81,716+277.1% | $158,966+93.8% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 15.02% | 38.19%-23.2pp | 29.49%-14.5pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,041 | $7,802-86.7% | $4,310-75.9% | $4,762-78.2% |
| Participant deferral / active EE | $5,025 | $13,007-61.4% | $7,108-29.3% | $5,983-16.0% |
| Admin fee / account holder | $8,020 | $8,492-5.6% | $5,159+55.4% | $11,250-28.7% |