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 | $429,111 | $117,895+264.0% | $102,460+318.8% | $145,897+194.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 31.92%-19.8pp | 29.47%-17.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $8,327 | $3,619+130.1% | $3,025+175.3% | $4,663+78.6% |
| Participant deferral / active EE | $21,237 | $5,736+270.2% | $5,056+320.0% | $6,689+217.5% |
| Admin fee / account holder | $45,467 | $13,353+240.5% | $9,460+380.6% | $13,390+239.5% |