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 | $278,542 | $81,504+241.8% | $102,437+171.9% | $80,959+244.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.09% | 25.60%-14.5pp | 24.95%-13.9pp | 35.67%-24.6pp |
| Employer contribution / active EE | $17,707 | $3,104+470.5% | $3,871+357.5% | $2,757+542.2% |
| Participant deferral / active EE | $6,234 | $3,871+61.1% | $5,060+23.2% | $4,300+45.0% |
| Admin fee / account holder | $42,157 | $6,719+527.4% | $8,388+402.6% | $6,925+508.7% |