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 | $272,236 | $117,846+131.0% | $102,434+165.8% | $145,884+86.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.72% | 31.90%-20.2pp | 29.46%-17.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $16,356 | $3,615+352.5% | $3,023+441.0% | $4,662+250.8% |
| Participant deferral / active EE | $11,686 | $5,733+103.8% | $5,055+131.2% | $6,690+74.7% |
| Admin fee / account holder | $5,119 | $13,356-61.7% | $9,462-45.9% | $13,392-61.8% |