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 | $348,615 | $124,425+180.2% | $112,040+211.2% | $137,256+154.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.88% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,392 | $3,411-29.9% | $2,954-19.0% | $4,156-42.4% |
| Participant deferral / active EE | $7,799 | $5,718+36.4% | $5,098+53.0% | $6,407+21.7% |
| Admin fee / account holder | $44,593 | $15,207+193.3% | $12,098+268.6% | $12,270+263.4% |