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 | $396,481 | $111,535+255.5% | $105,223+276.8% | $137,256+188.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.06% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $9,178 | $3,939+133.0% | $3,689+148.8% | $4,156+120.8% |
| Participant deferral / active EE | $7,929 | $5,500+44.2% | $5,072+56.3% | $6,407+23.8% |
| Admin fee / account holder | $7,066 | $9,721-27.3% | $8,859-20.2% | $12,270-42.4% |