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 | $392,591 | $108,285+262.6% | $77,552+406.2% | $158,982+146.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 4.47% | 31.69%-27.2pp | 54.82%-50.4pp | 302.99%-298.5pp |
| Employer contribution / active EE | $21,803 | $1,325+1545.5% | $987+2109.8% | $4,763+357.8% |
| Participant deferral / active EE | $9,644 | $2,455+292.8% | $1,861+418.2% | $5,983+61.2% |
| Admin fee / account holder | $5,926 | $3,709+59.8% | $2,859+107.3% | $11,252-47.3% |