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 | $264,329 | $104,251+153.6% | $91,004+190.5% | $147,586+79.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.65% | 27.06%-8.4pp | 4.60%+14.0pp | 578.59%-559.9pp |
| Employer contribution / active EE | $13,510 | $3,116+333.6% | $2,456+450.1% | $4,876+177.0% |
| Participant deferral / active EE | $11,221 | $4,195+167.5% | $3,548+216.3% | $5,439+106.3% |
| Admin fee / account holder | $1,634 | $8,948-81.7% | $5,417-69.8% | $10,886-85.0% |