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 | $321,658 | $162,821+97.6% | $133,978+140.1% | $158,982+102.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.06% | 41.95%-27.9pp | 45.10%-31.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $6,791 | $4,976+36.5% | $3,919+73.3% | $4,763+42.6% |
| Participant deferral / active EE | $3,674 | $5,910-37.8% | $5,047-27.2% | $5,983-38.6% |
| Admin fee / account holder | $5,318 | $11,742-54.7% | $8,930-40.5% | $11,252-52.7% |