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 | $398,542 | $124,980+218.9% | $108,359+267.8% | $154,746+157.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.05% | 45.00%-36.0pp | 36.89%-27.8pp | 172.34%-163.3pp |
| Employer contribution / active EE | $3,645 | $2,851+27.9% | $2,399+51.9% | $4,379-16.8% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,379 | $11,502-70.6% | $9,741-65.3% | $14,365-76.5% |