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 | $323,937 | $117,904+174.7% | $102,457+216.2% | $145,978+121.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.78% | 31.80%-23.0pp | 29.41%-20.6pp | 550.52%-541.7pp |
| Employer contribution / active EE | $4,380 | $3,613+21.2% | $3,022+44.9% | $4,662-6.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,628 | $13,329-72.8% | $9,451-61.6% | $13,400-72.9% |