Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $348,743 | $76,407+356.4% | $150,298+132.0% | $82,448+323.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.02% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $26,009 | $2,614+894.9% | $4,154+526.1% | $2,551+919.6% |
| Participant deferral / active EE | $23,787 | $3,214+640.0% | $5,453+336.2% | $4,139+474.7% |
| Admin fee / account holder | $3,349 | $6,352-47.3% | $14,116-76.3% | $7,234-53.7% |