Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $255,511 | $167,415+52.6% | $140,514+81.8% | $198,609+28.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 11.70% | 13.85%-2.2pp | 14.36%-2.7pp | 202.70%-191.0pp |
| Employer contribution / active EE | $10,497 | $4,088+156.8% | $3,378+210.7% | $5,055+107.6% |
| Participant deferral / active EE | $4,690 | $5,579-15.9% | $4,919-4.6% | $6,977-32.8% |
| Admin fee / account holder | $3,183 | $16,730-81.0% | $13,697-76.8% | $19,030-83.3% |