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 | $346,715 | $108,882+218.4% | $96,754+258.3% | $154,746+124.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.80% | 98.39%-83.6pp | 82.04%-67.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $4,436 | $3,018+47.0% | $2,679+65.6% | $4,379+1.3% |
| Participant deferral / active EE | $20,996 | $5,323+294.5% | $4,758+341.3% | $6,730+212.0% |
| Admin fee / account holder | $1,397 | $10,200-86.3% | $8,905-84.3% | $14,365-90.3% |