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 | $292,609 | $106,267+175.4% | $96,520+203.2% | $139,456+109.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.63% | 38.45%-25.8pp | 35.72%-23.1pp | 373.45%-360.8pp |
| Employer contribution / active EE | $25,689 | $4,105+525.8% | $3,739+587.1% | $4,753+440.5% |
| Participant deferral / active EE | $4,288 | $5,454-21.4% | $4,879-12.1% | $6,711-36.1% |
| Admin fee / account holder | $11,210 | $7,882+42.2% | $6,733+66.5% | $11,407-1.7% |