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 | $310,920 | $127,790+143.3% | $106,554+191.8% | $167,553+85.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.37% | 33.88%-18.5pp | 26.80%-11.4pp | 478.89%-463.5pp |
| Employer contribution / active EE | $7,981 | $3,427+132.9% | $2,819+183.1% | $4,840+64.9% |
| Participant deferral / active EE | $14,044 | $5,088+176.0% | $4,398+219.3% | $6,343+121.4% |
| Admin fee / account holder | $34,876 | $11,231+210.5% | $7,408+370.8% | $12,316+183.2% |