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 | $317,454 | $106,524+198.0% | $152,301+108.4% | $87,485+262.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.70% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $12,812 | $3,371+280.0% | $4,624+177.0% | $2,596+393.5% |
| Participant deferral / active EE | $22,286 | $6,525+241.6% | $8,004+178.4% | $4,274+421.5% |
| Admin fee / account holder | $3,088 | $8,287-62.7% | $14,398-78.6% | $7,775-60.3% |