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 | $406,499 | $110,337+268.4% | $102,383+297.0% | $145,877+178.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.52% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $11,073 | $4,216+162.6% | $3,870+186.1% | $4,663+137.5% |
| Participant deferral / active EE | $5,883 | $5,621+4.7% | $5,060+16.3% | $6,691-12.1% |
| Admin fee / account holder | $2,642 | $9,750-72.9% | $8,391-68.5% | $13,402-80.3% |