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 | $299,934 | $76,407+292.5% | $150,298+99.6% | $82,448+263.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.32% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,572 | $2,614-1.6% | $4,154-38.1% | $2,551+0.8% |
| Participant deferral / active EE | $5,690 | $3,214+77.0% | $5,453+4.3% | $4,139+37.5% |
| Admin fee / account holder | $45,786 | $6,352+620.8% | $14,116+224.4% | $7,234+532.9% |