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 | $376,691 | $135,956+177.1% | $123,894+204.0% | $273,972+37.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.01% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $13,006 | $5,170+151.6% | $4,617+181.7% | $4,869+167.1% |
| Participant deferral / active EE | $11,577 | $6,343+82.5% | $5,984+93.5% | $5,287+119.0% |
| Admin fee / account holder | $2,575 | $9,817-73.8% | $8,357-69.2% | $10,133-74.6% |