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 | $378,229 | $107,809+250.8% | $97,032+289.8% | $155,188+143.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 9.40% | 38.06%-28.7pp | 35.38%-26.0pp | 148.84%-139.4pp |
| Employer contribution / active EE | $9,246 | $2,911+217.6% | $2,629+251.7% | $4,248+117.7% |
| Participant deferral / active EE | $14,066 | $5,129+174.2% | $4,672+201.1% | $6,531+115.4% |
| Admin fee / account holder | $44,751 | $10,717+317.6% | $9,418+375.2% | $14,480+209.1% |