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 | $344,577 | $114,013+202.2% | $103,693+232.3% | $155,188+122.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.13% | 49.31%-31.2pp | 47.61%-29.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $10,483 | $3,131+234.8% | $2,920+259.0% | $4,248+146.8% |
| Participant deferral / active EE | $22,875 | $4,970+360.3% | $4,579+399.5% | $6,531+250.2% |
| Admin fee / account holder | $322 | $8,407-96.2% | $7,858-95.9% | $14,480-97.8% |