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 | $409,925 | $81,504+403.0% | $102,437+300.2% | $80,959+406.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.65% | 25.60%-13.0pp | 24.95%-12.3pp | 35.67%-23.0pp |
| Employer contribution / active EE | $17,755 | $3,104+472.1% | $3,871+358.7% | $2,757+544.0% |
| Participant deferral / active EE | $8,202 | $3,871+111.9% | $5,060+62.1% | $4,300+90.7% |
| Admin fee / account holder | $40,988 | $6,719+510.0% | $8,388+388.7% | $6,925+491.9% |