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 | $404,111 | $127,790+216.2% | $106,554+279.3% | $167,553+141.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 19.52% | 33.88%-14.4pp | 26.80%-7.3pp | 478.89%-459.4pp |
| Employer contribution / active EE | $3,676 | $3,427+7.2% | $2,819+30.4% | $4,840-24.1% |
| Participant deferral / active EE | $2,426 | $5,088-52.3% | $4,398-44.8% | $6,343-61.8% |
| Admin fee / account holder | $14,524 | $11,231+29.3% | $7,408+96.1% | $12,316+17.9% |