Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $335,009 | $64,729+417.6% | $112,263+198.4% | $68,490+389.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 11.61% | -11.40%+23.0pp | 27.49%-15.9pp | -7.85%+19.5pp |
| Employer contribution / active EE | $14,646 | $2,746+433.4% | $3,636+302.8% | $2,597+464.0% |
| Participant deferral / active EE | $4,314 | $3,566+21.0% | $4,729-8.8% | $4,028+7.1% |
| Admin fee / account holder | $11,742 | $5,222+124.9% | $6,410+83.2% | $5,403+117.3% |