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 | $302,609 | $111,814+170.6% | $103,374+192.7% | $145,959+107.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 24.77%-13.5pp | 24.89%-13.7pp | 561.95%-550.7pp |
| Employer contribution / active EE | $8,445 | $4,214+100.4% | $3,869+118.3% | $4,661+81.2% |
| Participant deferral / active EE | $23,000 | $5,618+309.4% | $5,058+354.8% | $6,689+243.9% |
| Admin fee / account holder | $2,472 | $9,754-74.7% | $8,394-70.5% | $13,398-81.5% |