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 | $354,460 | $106,524+232.8% | $152,301+132.7% | $87,485+305.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.25% | 26.89%-12.6pp | 80.50%-66.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $9,236 | $3,371+174.0% | $4,624+99.7% | $2,596+255.7% |
| Participant deferral / active EE | $9,867 | $6,525+51.2% | $8,004+23.3% | $4,274+130.9% |
| Admin fee / account holder | $1,952 | $8,287-76.4% | $14,398-86.4% | $7,775-74.9% |