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 | $265,965 | $111,814+137.9% | $103,378+157.3% | $145,978+82.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.40% | 24.80%-4.4pp | 24.91%-4.5pp | 550.52%-530.1pp |
| Employer contribution / active EE | $5,306 | $4,215+25.9% | $3,870+37.1% | $4,662+13.8% |
| Participant deferral / active EE | $10,907 | $5,618+94.2% | $5,058+115.7% | $6,690+63.1% |
| Admin fee / account holder | $7,888 | $9,764-19.2% | $8,401-6.1% | $13,400-41.1% |