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 | $359,671 | $161,352+122.9% | $134,172+168.1% | $137,256+162.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.94% | 28.72%-8.8pp | 25.30%-5.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $12,234 | $4,099+198.5% | $3,420+257.7% | $4,156+194.4% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,407 | $15,028-4.1% | $12,016+19.9% | $12,270+17.4% |