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 | $316,943 | $81,233+290.2% | $155,567+103.7% | $80,874+291.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.47% | 33.33%-21.9pp | 64.74%-53.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $13,384 | $3,101+331.6% | $4,674+186.3% | $2,756+385.7% |
| Participant deferral / active EE | $7,818 | $3,452+126.5% | $5,628+38.9% | $4,297+81.9% |
| Admin fee / account holder | $1,199 | $7,998-85.0% | $15,916-92.5% | $6,935-82.7% |