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 | $256,284 | $167,533+53.0% | $151,645+69.0% | $134,545+90.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.19% | 7.81%-25.0pp | 3.34%-20.5pp | 418.37%-435.6pp |
| Employer contribution / active EE | $11,046 | $6,828+61.8% | $6,165+79.2% | $4,742+133.0% |
| Participant deferral / active EE | $13,646 | $8,985+51.9% | $8,363+63.2% | $6,401+113.2% |
| Admin fee / account holder | $22,045 | $13,781+60.0% | $11,614+89.8% | $11,431+92.9% |