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 | $372,315 | $136,860+172.0% | $120,344+209.4% | $154,746+140.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.29% | 21.38%-10.1pp | 20.30%-9.0pp | 172.34%-161.0pp |
| Employer contribution / active EE | $9,239 | $3,533+161.5% | $3,020+205.9% | $4,379+111.0% |
| Participant deferral / active EE | $12,827 | $5,793+121.4% | $5,135+149.8% | $6,730+90.6% |
| Admin fee / account holder | $871 | $15,393-94.3% | $12,742-93.2% | $14,365-93.9% |