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 | $251,930 | $97,078+159.5% | $103,065+144.4% | $145,897+72.7% |
| Participation rate | 95.0% | 81.1%+13.9pp | 80.6%+14.4pp | 80.3%+14.7pp |
| Annual return | 13.51% | 25.49%-12.0pp | 23.95%-10.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $10,039 | $4,680+114.5% | $4,675+114.7% | $4,663+115.3% |
| Participant deferral / active EE | $3,414 | $6,601-48.3% | $6,625-48.5% | $6,689-49.0% |
| Admin fee / account holder | $4,815 | $12,505-61.5% | $9,349-48.5% | $13,390-64.0% |