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 | $264,829 | $81,276+225.8% | $155,574+70.2% | $80,925+227.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 22.04% | 33.36%-11.3pp | 64.87%-42.8pp | 35.65%-13.6pp |
| Employer contribution / active EE | $4,136 | $3,103+33.3% | $4,676-11.5% | $2,756+50.1% |
| Participant deferral / active EE | $6,737 | $3,453+95.1% | $5,629+19.7% | $4,299+56.7% |
| Admin fee / account holder | $1,680 | $7,993-79.0% | $15,914-89.4% | $6,940-75.8% |