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 | $349,297 | $106,280+228.7% | $96,538+261.8% | $139,487+150.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.80% | 38.48%-22.7pp | 35.74%-19.9pp | 373.84%-358.0pp |
| Employer contribution / active EE | $11,408 | $4,107+177.8% | $3,740+205.0% | $4,755+139.9% |
| Participant deferral / active EE | $5,336 | $5,457-2.2% | $4,880+9.3% | $6,713-20.5% |
| Admin fee / account holder | $2,154 | $7,888-72.7% | $6,737-68.0% | $11,407-81.1% |