Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $371,654 | $123,155+201.8% | $108,753+241.7% | $155,188+139.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.16% | 44.73%-24.6pp | 37.47%-17.3pp | 148.84%-128.7pp |
| Employer contribution / active EE | $5,605 | $2,811+99.4% | $2,427+131.0% | $4,248+32.0% |
| Participant deferral / active EE | $23,000 | $4,623+397.5% | $4,115+459.0% | $6,531+252.2% |
| Admin fee / account holder | $4,657 | $12,126-61.6% | $10,320-54.9% | $14,480-67.8% |