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 | $400,003 | $106,524+275.5% | $152,301+162.6% | $87,485+357.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.35% | 26.89%-10.5pp | 80.50%-64.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,410 | $3,371-28.5% | $4,624-47.9% | $2,596-7.2% |
| Participant deferral / active EE | $11,503 | $6,525+76.3% | $8,004+43.7% | $4,274+169.2% |
| Admin fee / account holder | $1,395 | $8,287-83.2% | $14,398-90.3% | $7,775-82.1% |