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 | $276,938 | $127,296+117.6% | $109,907+152.0% | $167,536+65.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.63% | 22.97%-8.3pp | 29.46%-14.8pp | 478.82%-464.2pp |
| Employer contribution / active EE | $12,375 | $3,325+272.2% | $2,844+335.1% | $4,839+155.7% |
| Participant deferral / active EE | $5,263 | $4,513+16.6% | $4,047+30.0% | $6,342-17.0% |
| Admin fee / account holder | $2,792 | $7,119-60.8% | $6,069-54.0% | $12,315-77.3% |