Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $332,174 | $124,980+165.8% | $108,359+206.5% | $154,746+114.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.68% | 45.00%-27.3pp | 36.89%-19.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $6,119 | $2,851+114.7% | $2,399+155.0% | $4,379+39.7% |
| Participant deferral / active EE | $11,728 | $4,743+147.3% | $4,137+183.5% | $6,730+74.3% |
| Admin fee / account holder | $1,951 | $11,502-83.0% | $9,741-80.0% | $14,365-86.4% |