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 | $383,387 | $106,247+260.8% | $96,515+297.2% | $139,466+174.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.78% | 38.47%-23.7pp | 35.73%-21.0pp | 373.66%-358.9pp |
| Employer contribution / active EE | $15,027 | $4,106+266.0% | $3,740+301.8% | $4,754+216.1% |
| Participant deferral / active EE | $11,547 | $5,456+111.6% | $4,880+136.6% | $6,712+72.0% |
| Admin fee / account holder | $889 | $7,885-88.7% | $6,735-86.8% | $11,409-92.2% |