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 | $328,623 | $156,616+109.8% | $133,346+146.4% | $198,609+65.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 10.72% | 44.25%-33.5pp | 36.85%-26.1pp | 202.70%-192.0pp |
| Employer contribution / active EE | $15,353 | $3,368+355.9% | $2,853+438.1% | $5,055+203.7% |
| Participant deferral / active EE | $6,541 | $4,920+33.0% | $4,332+51.0% | $6,977-6.3% |
| Admin fee / account holder | $17,040 | $17,468-2.4% | $14,264+19.5% | $19,030-10.5% |