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 | $266,902 | $73,988+260.7% | $96,538+176.5% | $75,177+255.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.14% | 26.73%-9.6pp | 35.74%-18.6pp | 160.75%-143.6pp |
| Employer contribution / active EE | $14,763 | $2,930+403.8% | $3,740+294.7% | $2,671+452.7% |
| Participant deferral / active EE | $7,426 | $3,660+102.9% | $4,880+52.2% | $4,126+80.0% |
| Admin fee / account holder | $7,207 | $5,220+38.1% | $6,737+7.0% | $5,651+27.5% |