Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $250,624 | $85,024+194.8% | $70,544+255.3% | $139,466+79.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 17.54% | 30.39%-12.9pp | 32.79%-15.3pp | 373.66%-356.1pp |
| Employer contribution / active EE | $2,858 | $3,912-27.0% | $2,976-4.0% | $4,754-39.9% |
| Participant deferral / active EE | $18,427 | $5,891+212.8% | $4,568+303.4% | $6,712+174.5% |
| Admin fee / account holder | $1,185 | $8,928-86.7% | $6,427-81.6% | $11,409-89.6% |