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 | $418,451 | $117,904+254.9% | $102,457+308.4% | $145,978+186.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 31.80%-19.9pp | 29.41%-17.5pp | 550.52%-538.6pp |
| Employer contribution / active EE | $24,908 | $3,613+589.3% | $3,022+724.2% | $4,662+434.3% |
| Participant deferral / active EE | $31,807 | $5,733+454.8% | $5,054+529.3% | $6,690+375.5% |
| Admin fee / account holder | $7,840 | $13,329-41.2% | $9,451-17.1% | $13,400-41.5% |