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 | $253,389 | $37,156+582.0% | $83,854+202.2% | $86,983+191.3% |
| Participation rate | 100.0% | 49.1%+50.9pp | 59.1%+40.9pp | 69.5%+30.5pp |
| Annual return | 16.75% | 29.88%-13.1pp | 31.39%-14.6pp | 25.83%-9.1pp |
| Employer contribution / active EE | $811 | $661+22.7% | $1,017-20.3% | $2,584-68.6% |
| Participant deferral / active EE | $8,726 | $1,418+515.4% | $2,035+328.8% | $4,194+108.1% |
| Admin fee / account holder | $5,818 | $2,510+131.8% | $3,197+82.0% | $7,856-25.9% |