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 | $404,288 | $117,895+242.9% | $102,460+294.6% | $145,897+177.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.96% | 31.92%-23.0pp | 29.47%-20.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $13,412 | $3,619+270.6% | $3,025+343.3% | $4,663+187.6% |
| Participant deferral / active EE | $10,127 | $5,736+76.5% | $5,056+100.3% | $6,689+51.4% |
| Admin fee / account holder | $8,674 | $13,353-35.0% | $9,460-8.3% | $13,390-35.2% |