Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $257,782 | $110,410+133.5% | $102,437+151.6% | $145,897+76.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.16% | 24.85%-9.7pp | 24.95%-9.8pp | 552.29%-537.1pp |
| Employer contribution / active EE | $10,815 | $4,217+156.5% | $3,871+179.4% | $4,663+132.0% |
| Participant deferral / active EE | $5,358 | $5,622-4.7% | $5,060+5.9% | $6,689-19.9% |
| Admin fee / account holder | $2,468 | $9,745-74.7% | $8,388-70.6% | $13,390-81.6% |