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 | $345,919 | $157,296+119.9% | $141,191+145.0% | $152,897+126.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.65% | 64.34%-39.7pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $2,014 | $5,262-61.7% | $4,736-57.5% | $4,764-57.7% |
| Participant deferral / active EE | $8,286 | $7,111+16.5% | $6,710+23.5% | $5,851+41.6% |
| Admin fee / account holder | $7,892 | $12,125-34.9% | $10,264-23.1% | $11,599-32.0% |