Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $339,140 | $122,962+175.8% | $71,585+373.8% | $138,895+144.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 19.44% | 37.84%-18.4pp | 59.26%-39.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $31,206 | $2,620+1091.3% | $1,669+1770.2% | $4,194+644.0% |
| Participant deferral / active EE | $19,792 | $4,311+359.1% | $2,923+577.0% | $6,396+209.4% |
| Admin fee / account holder | $3,255 | $6,488-49.8% | $4,712-30.9% | $12,562-74.1% |