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 | $124,980+145.4% | $108,359+183.1% | $154,746+98.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.62% | 45.00%-27.4pp | 36.89%-19.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,465 | $2,851-48.6% | $2,399-39.0% | $4,379-66.6% |
| Participant deferral / active EE | $12,497 | $4,743+163.5% | $4,137+202.1% | $6,730+85.7% |
| Admin fee / account holder | $53,251 | $11,502+363.0% | $9,741+446.7% | $14,365+270.7% |