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 | $64,706+417.7% | $112,244+198.5% | $68,498+389.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 11.61% | -11.40%+23.0pp | 27.46%-15.9pp | -7.84%+19.5pp |
| Employer contribution / active EE | $14,646 | $2,746+433.4% | $3,635+302.9% | $2,596+464.1% |
| Participant deferral / active EE | $4,314 | $3,565+21.0% | $4,728-8.8% | $4,027+7.1% |
| Admin fee / account holder | $11,742 | $5,231+124.5% | $6,411+83.2% | $5,403+117.3% |