Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $337,684 | $76,407+342.0% | $150,298+124.7% | $82,448+309.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.81% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $10,704 | $2,614+309.5% | $4,154+157.7% | $2,551+319.6% |
| Participant deferral / active EE | $22,832 | $3,214+610.3% | $5,453+318.7% | $4,139+451.6% |
| Admin fee / account holder | $10,920 | $6,352+71.9% | $14,116-22.6% | $7,234+51.0% |