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 | $400,606 | $135,956+194.7% | $123,894+223.3% | $273,972+46.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.81% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $7,157 | $5,170+38.5% | $4,617+55.0% | $4,869+47.0% |
| Participant deferral / active EE | $3,860 | $6,343-39.1% | $5,984-35.5% | $5,287-27.0% |
| Admin fee / account holder | $34,317 | $9,817+249.6% | $8,357+310.6% | $10,133+238.7% |