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 | $375,384 | $135,956+176.1% | $123,894+203.0% | $273,972+37.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.96% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,761 | $5,170-46.6% | $4,617-40.2% | $4,869-43.3% |
| Participant deferral / active EE | $11,233 | $6,343+77.1% | $5,984+87.7% | $5,287+112.5% |
| Admin fee / account holder | $3,409 | $9,817-65.3% | $8,357-59.2% | $10,133-66.4% |