Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $297,731 | $107,666+176.5% | $102,184+191.4% | $154,746+92.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 11.67% | 29.33%-17.7pp | 31.58%-19.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $28,275 | $3,846+635.1% | $3,594+686.8% | $4,379+545.7% |
| Participant deferral / active EE | $11,750 | $8,719+34.8% | $8,309+41.4% | $6,730+74.6% |
| Admin fee / account holder | $1,101 | $12,943-91.5% | $11,609-90.5% | $14,365-92.3% |