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 | $308,725 | $124,425+148.1% | $112,040+175.5% | $137,256+124.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.75% | 24.72%-6.0pp | 24.52%-5.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,518 | $3,411-26.2% | $2,954-14.8% | $4,156-39.4% |
| Participant deferral / active EE | $10,162 | $5,718+77.7% | $5,098+99.3% | $6,407+58.6% |
| Admin fee / account holder | $6,769 | $15,207-55.5% | $12,098-44.0% | $12,270-44.8% |