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 | $323,015 | $76,407+322.8% | $150,298+114.9% | $82,448+291.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.64% | 39.99%-26.4pp | 62.79%-49.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $8,572 | $2,614+227.9% | $4,154+106.4% | $2,551+236.0% |
| Participant deferral / active EE | $7,421 | $3,214+130.9% | $5,453+36.1% | $4,139+79.3% |
| Admin fee / account holder | $3,546 | $6,352-44.2% | $14,116-74.9% | $7,234-51.0% |