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 | $375,317 | $157,304+138.6% | $141,197+165.8% | $152,909+145.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.04% | 64.34%-43.3pp | 71.41%-50.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $2,139 | $5,263-59.3% | $4,736-54.8% | $4,764-55.1% |
| Participant deferral / active EE | $14,119 | $7,111+98.6% | $6,710+110.4% | $5,851+141.3% |
| Admin fee / account holder | $12,348 | $12,126+1.8% | $10,265+20.3% | $11,601+6.4% |