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 | $370,443 | $211,239+75.4% | $178,528+107.5% | $145,877+153.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.82% | 30.22%-19.4pp | 27.11%-16.3pp | 551.28%-540.5pp |
| Employer contribution / active EE | $8,954 | $4,570+95.9% | $3,950+126.7% | $4,663+92.0% |
| Participant deferral / active EE | $10,370 | $6,963+48.9% | $6,278+65.2% | $6,691+55.0% |
| Admin fee / account holder | $7,956 | $12,095-34.2% | $10,419-23.6% | $13,402-40.6% |