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 | $306,718 | $112,729+172.1% | $98,716+210.7% | $137,256+123.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.62% | 38.48%-20.9pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,465 | $2,725-46.3% | $2,279-35.7% | $4,156-64.8% |
| Participant deferral / active EE | $12,497 | $4,640+169.3% | $4,048+208.7% | $6,407+95.1% |
| Admin fee / account holder | $53,251 | $10,129+425.7% | $8,703+511.9% | $12,270+334.0% |