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 | $254,750 | $112,729+126.0% | $98,716+158.1% | $137,256+85.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.91% | 38.48%-27.6pp | 31.81%-20.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $15,000 | $2,725+450.4% | $2,279+558.3% | $4,156+260.9% |
| Participant deferral / active EE | $11,748 | $4,640+153.2% | $4,048+190.2% | $6,407+83.4% |
| Admin fee / account holder | $2,611 | $10,129-74.2% | $8,703-70.0% | $12,270-78.7% |