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 | $268,681 | $99,345+170.5% | $84,753+217.0% | $273,972-1.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.84% | 22.93%-14.1pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $14,896 | $4,214+253.5% | $3,574+316.7% | $4,869+205.9% |
| Participant deferral / active EE | $10,998 | $4,270+157.6% | $3,712+196.3% | $5,287+108.0% |
| Admin fee / account holder | $406 | $6,645-93.9% | $5,333-92.4% | $10,133-96.0% |