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 | $395,481 | $162,821+142.9% | $133,978+195.2% | $158,982+148.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.17% | 41.95%-31.8pp | 45.10%-34.9pp | 302.99%-292.8pp |
| Employer contribution / active EE | $2,426 | $4,976-51.3% | $3,919-38.1% | $4,763-49.1% |
| Participant deferral / active EE | $11,415 | $5,910+93.1% | $5,047+126.2% | $5,983+90.8% |
| Admin fee / account holder | $1,683 | $11,742-85.7% | $8,930-81.2% | $11,252-85.0% |