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 | $28,624+785.2% | $53,647+372.3% | $82,637+206.6% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 16.75% | 664.98%-648.2pp | 358.33%-341.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $811 | $637+27.4% | $962-15.7% | $2,552-68.2% |
| Participant deferral / active EE | $8,726 | $1,196+629.4% | $1,813+381.2% | $4,126+111.5% |
| Admin fee / account holder | $5,818 | $2,022+187.8% | $2,460+136.5% | $7,339-20.7% |