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 | $354,844 | $81,457+335.6% | $103,378+243.2% | $80,911+338.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.46% | 25.58%-9.1pp | 24.91%-8.5pp | 35.63%-19.2pp |
| Employer contribution / active EE | $17,639 | $3,107+467.7% | $3,870+355.8% | $2,756+540.1% |
| Participant deferral / active EE | $18,545 | $3,871+379.1% | $5,058+266.7% | $4,297+331.6% |
| Admin fee / account holder | $558 | $6,717-91.7% | $8,401-93.4% | $6,935-92.0% |