Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $339,226 | $211,224+60.6% | $178,505+90.0% | $145,897+132.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.73% | 30.28%-21.5pp | 27.16%-18.4pp | 552.29%-543.6pp |
| Employer contribution / active EE | $6,601 | $4,577+44.2% | $3,955+66.9% | $4,663+41.6% |
| Participant deferral / active EE | $21,308 | $6,966+205.9% | $6,280+239.3% | $6,689+218.5% |
| Admin fee / account holder | $2,581 | $12,109-78.7% | $10,428-75.2% | $13,390-80.7% |