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 | $376,263 | $118,454+217.6% | $98,441+282.2% | $139,427+169.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.71% | 18.94%-5.2pp | 21.16%-7.5pp | 373.27%-359.6pp |
| Employer contribution / active EE | $5,462 | $3,610+51.3% | $3,048+79.2% | $4,752+14.9% |
| Participant deferral / active EE | $21,162 | $5,392+292.4% | $4,738+346.6% | $6,711+215.3% |
| Admin fee / account holder | $1,872 | $14,053-86.7% | $8,960-79.1% | $11,404-83.6% |