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 | $282,522 | $110,337+156.1% | $102,383+175.9% | $145,877+93.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.80% | 24.83%-7.0pp | 24.94%-7.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $14,700 | $4,216+248.7% | $3,870+279.8% | $4,663+215.2% |
| Participant deferral / active EE | $8,005 | $5,621+42.4% | $5,060+58.2% | $6,691+19.7% |
| Admin fee / account holder | $22,355 | $9,750+129.3% | $8,391+166.4% | $13,402+66.8% |