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 | $306,622 | $162,812+88.3% | $133,971+128.9% | $158,966+92.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.14% | 41.94%-28.8pp | 45.09%-32.0pp | 302.95%-289.8pp |
| Employer contribution / active EE | $1,563 | $4,976-68.6% | $3,919-60.1% | $4,762-67.2% |
| Participant deferral / active EE | $12,291 | $5,910+108.0% | $5,047+143.5% | $5,983+105.4% |
| Admin fee / account holder | $7,649 | $11,741-34.9% | $8,929-14.3% | $11,250-32.0% |