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 | $258,050 | $117,846+119.0% | $102,434+151.9% | $145,884+76.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.03% | 31.90%-18.9pp | 29.46%-16.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,872 | $3,615+7.1% | $3,023+28.1% | $4,662-17.0% |
| Participant deferral / active EE | $11,012 | $5,733+92.1% | $5,055+117.8% | $6,690+64.6% |
| Admin fee / account holder | $71,315 | $13,356+434.0% | $9,462+653.7% | $13,392+432.5% |