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 | $267,622 | $115,917+130.9% | $100,535+166.2% | $158,982+68.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.40% | 34.80%-17.4pp | 30.90%-13.5pp | 302.99%-285.6pp |
| Employer contribution / active EE | $24,421 | $4,105+494.9% | $3,419+614.3% | $4,763+412.7% |
| Participant deferral / active EE | $18,118 | $6,677+171.4% | $6,271+188.9% | $5,983+202.8% |
| Admin fee / account holder | $1,433 | $11,002-87.0% | $8,085-82.3% | $11,252-87.3% |