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 | $293,848 | $115,814+153.7% | $101,275+190.1% | $158,982+84.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.98% | 56.16%-47.2pp | 46.48%-37.5pp | 302.99%-294.0pp |
| Employer contribution / active EE | $3,125 | $4,176-25.2% | $3,660-14.6% | $4,763-34.4% |
| Participant deferral / active EE | $9,163 | $4,958+84.8% | $4,371+109.6% | $5,983+53.1% |
| Admin fee / account holder | $698 | $7,249-90.4% | $5,948-88.3% | $11,252-93.8% |