Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $393,683 | $81,258+384.5% | $105,218+274.2% | $59,632+560.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 77.2%+22.8pp | 68.7%+31.3pp |
| Annual return | 2.14% | 1.96%+0.2pp | 5.33%-3.2pp | 2041.32%-2039.2pp |
| Employer contribution / active EE | $30,835 | $2,562+1103.7% | $3,255+847.3% | $2,203+1299.9% |
| Participant deferral / active EE | $10,097 | $3,881+160.1% | $4,867+107.5% | $3,192+216.3% |
| Admin fee / account holder | $26,645 | $5,841+356.2% | $6,992+281.1% | $4,297+520.1% |