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 | $358,250 | $76,112+370.7% | $96,544+271.1% | $71,529+400.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 18.65% | 22.80%-4.2pp | 25.88%-7.2pp | 28.97%-10.3pp |
| Employer contribution / active EE | $6,172 | $2,248+174.6% | $2,966+108.1% | $2,590+138.3% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $3,867 | $2,708+42.8% | $8,254-53.2% | $1,588+143.4% |