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 | $288,529 | $105,623+173.2% | $87,502+229.7% | $273,972+5.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.19% | 12.26%-8.1pp | 12.21%-8.0pp | 41.46%-37.3pp |
| Employer contribution / active EE | $20,252 | $3,141+544.9% | $2,550+694.3% | $4,869+316.0% |
| Participant deferral / active EE | $15,150 | $3,601+320.7% | $3,149+381.1% | $5,287+186.5% |
| Admin fee / account holder | $17,930 | $4,781+275.1% | $4,221+324.8% | $10,133+77.0% |