Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $307,223 | $106,749+187.8% | $145,433+111.2% | $82,448+272.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.02% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $5,330 | $3,444+54.7% | $4,554+17.0% | $2,551+108.9% |
| Participant deferral / active EE | $11,121 | $6,519+70.6% | $7,897+40.8% | $4,139+168.7% |
| Admin fee / account holder | $1,437 | $8,390-82.9% | $13,129-89.1% | $7,234-80.1% |