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 | $435,431 | $162,967+167.2% | $135,792+220.7% | $138,895+213.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 14.33% | 30.08%-15.8pp | 25.96%-11.6pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,499 | $4,211-40.7% | $3,496-28.5% | $4,194-40.4% |
| Participant deferral / active EE | $7,213 | $5,640+27.9% | $4,759+51.6% | $6,396+12.8% |
| Admin fee / account holder | $2,282 | $15,306-85.1% | $12,266-81.4% | $12,562-81.8% |