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 | $81,476+241.9% | $102,383+172.1% | $80,925+244.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.09% | 25.59%-14.5pp | 24.94%-13.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $17,707 | $3,105+470.3% | $3,870+357.5% | $2,756+542.4% |
| Participant deferral / active EE | $6,234 | $3,871+61.1% | $5,060+23.2% | $4,299+45.0% |
| Admin fee / account holder | $42,157 | $6,717+527.6% | $8,391+402.4% | $6,940+507.4% |