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 | $317,366 | $127,790+148.4% | $106,554+197.8% | $167,553+89.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.67% | 33.88%-19.2pp | 26.80%-12.1pp | 478.89%-464.2pp |
| Employer contribution / active EE | $10,468 | $3,427+205.4% | $2,819+271.3% | $4,840+116.3% |
| Participant deferral / active EE | $11,233 | $5,088+120.8% | $4,398+155.4% | $6,343+77.1% |
| Admin fee / account holder | $4,768 | $11,231-57.5% | $7,408-35.6% | $12,316-61.3% |