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 | $259,382 | $228,395+13.6% | $185,861+39.6% | $158,982+63.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.21% | 40.82%-25.6pp | 35.96%-20.8pp | 302.99%-287.8pp |
| Employer contribution / active EE | $12,360 | $4,968+148.8% | $4,088+202.4% | $4,763+159.5% |
| Participant deferral / active EE | $14,857 | $6,417+131.5% | $5,634+163.7% | $5,983+148.3% |
| Admin fee / account holder | $598 | $11,869-95.0% | $9,503-93.7% | $11,252-94.7% |