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 | $332,419 | $115,911+186.8% | $100,530+230.7% | $158,950+109.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.91% | 34.80%-19.9pp | 30.89%-16.0pp | 302.91%-288.0pp |
| Employer contribution / active EE | $8,550 | $4,104+108.3% | $3,418+150.1% | $4,762+79.5% |
| Participant deferral / active EE | $19,500 | $6,676+192.1% | $6,271+211.0% | $5,983+225.9% |
| Admin fee / account holder | $1,663 | $10,999-84.9% | $8,083-79.4% | $11,248-85.2% |