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 | $360,601 | $51,638+598.3% | $68,368+427.4% | $82,448+337.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.28% | 37.53%-23.2pp | 292.57%-278.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $6,142 | $2,047+200.1% | $2,649+131.9% | $2,551+140.8% |
| Participant deferral / active EE | $11,290 | $2,914+287.5% | $4,123+173.9% | $4,139+172.8% |
| Admin fee / account holder | $43,463 | $4,643+836.0% | $5,150+744.0% | $7,234+500.8% |