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 | $335,891 | $93,589+258.9% | $135,942+147.1% | $75,181+346.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.40% | 30.90%-6.5pp | 68.28%-43.9pp | 160.69%-136.3pp |
| Employer contribution / active EE | $17,878 | $3,537+405.4% | $4,858+268.0% | $2,671+569.5% |
| Participant deferral / active EE | $7,871 | $6,405+22.9% | $7,759+1.5% | $4,126+90.8% |
| Admin fee / account holder | $500 | $6,977-92.8% | $10,764-95.4% | $5,650-91.1% |