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 | $352,972 | $117,895+199.4% | $102,460+244.5% | $145,897+141.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.93% | 31.92%-18.0pp | 29.47%-15.5pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,541 | $3,619-29.8% | $3,025-16.0% | $4,663-45.5% |
| Participant deferral / active EE | $16,893 | $5,736+194.5% | $5,056+234.1% | $6,689+152.5% |
| Admin fee / account holder | $6,106 | $13,353-54.3% | $9,460-35.5% | $13,390-54.4% |