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 | $324,049 | $117,904+174.8% | $102,457+216.3% | $145,978+122.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.04% | 31.80%-17.8pp | 29.41%-15.4pp | 550.52%-536.5pp |
| Employer contribution / active EE | $6,500 | $3,613+79.9% | $3,022+115.1% | $4,662+39.4% |
| Participant deferral / active EE | $6,500 | $5,733+13.4% | $5,054+28.6% | $6,690-2.8% |
| Admin fee / account holder | $62,417 | $13,329+368.3% | $9,451+560.4% | $13,400+365.8% |