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 | $350,813 | $127,387+175.4% | $115,038+205.0% | $125,389+179.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.09% | 31.28%-30.2pp | 26.14%-25.0pp | 282.24%-281.1pp |
| Employer contribution / active EE | $7,757 | $5,166+50.2% | $4,608+68.4% | $4,866+59.4% |
| Participant deferral / active EE | $12,886 | $6,423+100.6% | $6,026+113.8% | $5,352+140.8% |
| Admin fee / account holder | $25,890 | $9,516+172.1% | $8,175+216.7% | $9,541+171.4% |