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 | $334,489 | $85,060+293.2% | $70,548+374.1% | $139,456+139.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.59% | 30.38%-15.8pp | 32.78%-18.2pp | 373.45%-358.9pp |
| Employer contribution / active EE | $32,634 | $3,911+734.4% | $2,975+997.0% | $4,753+586.6% |
| Participant deferral / active EE | $5,457 | $5,890-7.4% | $4,567+19.5% | $6,711-18.7% |
| Admin fee / account holder | $157,314 | $8,925+1662.6% | $6,424+2349.0% | $11,407+1279.1% |