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 | $332,229 | $101,063+228.7% | $81,473+307.8% | $147,586+125.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.80% | 32.41%-12.6pp | 38.78%-19.0pp | 578.59%-558.8pp |
| Employer contribution / active EE | $21,323 | $3,206+565.2% | $2,568+730.4% | $4,876+337.3% |
| Participant deferral / active EE | $11,456 | $4,242+170.0% | $3,537+223.9% | $5,439+110.6% |
| Admin fee / account holder | $2,833 | $5,812-51.3% | $4,561-37.9% | $10,886-74.0% |