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 | $404,428 | $123,155+228.4% | $108,753+271.9% | $155,188+160.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.56% | 44.73%-31.2pp | 37.47%-23.9pp | 148.84%-135.3pp |
| Employer contribution / active EE | $15,777 | $2,811+461.2% | $2,427+550.2% | $4,248+271.4% |
| Participant deferral / active EE | $15,571 | $4,623+236.8% | $4,115+278.4% | $6,531+138.4% |
| Admin fee / account holder | $2,312 | $12,126-80.9% | $10,320-77.6% | $14,480-84.0% |