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 | $310,874 | $77,920+299.0% | $149,723+107.6% | $75,177+313.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.31% | 31.72%-17.4pp | 134.50%-120.2pp | 160.75%-146.4pp |
| Employer contribution / active EE | $19,803 | $3,138+531.0% | $4,821+310.7% | $2,671+641.4% |
| Participant deferral / active EE | $7,546 | $3,411+121.2% | $5,682+32.8% | $4,126+82.9% |
| Admin fee / account holder | $1,950 | $5,951-67.2% | $13,215-85.2% | $5,651-65.5% |