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 | $266,885 | $114,013+134.1% | $103,693+157.4% | $155,188+72.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.77% | 49.31%-33.5pp | 47.61%-31.8pp | 148.84%-133.1pp |
| Employer contribution / active EE | $17,777 | $3,131+467.7% | $2,920+508.7% | $4,248+318.5% |
| Participant deferral / active EE | $12,440 | $4,970+150.3% | $4,579+171.7% | $6,531+90.5% |
| Admin fee / account holder | $1,354 | $8,407-83.9% | $7,858-82.8% | $14,480-90.7% |