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 | $320,104 | $124,346+157.4% | $111,306+187.6% | $167,553+91.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.81% | 37.46%-27.6pp | 54.67%-44.9pp | 478.89%-469.1pp |
| Employer contribution / active EE | $8,815 | $3,438+156.4% | $2,732+222.7% | $4,840+82.1% |
| Participant deferral / active EE | $10,465 | $5,182+102.0% | $4,488+133.2% | $6,343+65.0% |
| Admin fee / account holder | $5,617 | $10,623-47.1% | $7,966-29.5% | $12,316-54.4% |