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 | $340,477 | $185,141+83.9% | $153,416+121.9% | $155,188+119.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 7.18% | 18.72%-11.5pp | 17.84%-10.7pp | 148.84%-141.7pp |
| Employer contribution / active EE | $17,555 | $4,489+291.0% | $3,764+366.4% | $4,248+313.3% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,506 | $16,005-78.1% | $13,095-73.2% | $14,480-75.8% |