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 | $355,589 | $181,896+95.5% | $156,551+127.1% | $273,972+29.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.26% | 30.74%-15.5pp | 32.23%-17.0pp | 41.46%-26.2pp |
| Employer contribution / active EE | $14,824 | $6,248+137.3% | $5,501+169.5% | $4,869+204.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,250 | $15,560-92.0% | $13,028-90.4% | $10,133-87.7% |