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 | $291,114 | $101,618+186.5% | $93,063+212.8% | $137,256+112.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.12% | 223.95%-211.8pp | 34.15%-22.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,530 | $2,707-43.5% | $2,476-38.2% | $4,156-63.2% |
| Participant deferral / active EE | $15,500 | $4,279+262.2% | $3,958+291.6% | $6,407+141.9% |
| Admin fee / account holder | $3,293 | $6,198-46.9% | $6,033-45.4% | $12,270-73.2% |