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 | $335,459 | $134,817+148.8% | $123,973+170.6% | $155,188+116.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.00% | 515.49%-499.5pp | 388.13%-372.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,363 | $4,425-46.6% | $4,126-42.7% | $4,248-44.4% |
| Participant deferral / active EE | $21,375 | $5,706+274.6% | $5,247+307.4% | $6,531+227.3% |
| Admin fee / account holder | $8,429 | $13,245-36.4% | $11,799-28.6% | $14,480-41.8% |