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 | $322,120 | $157,829+104.1% | $136,867+135.4% | $198,609+62.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.78% | 51.25%-38.5pp | 42.97%-30.2pp | 202.70%-189.9pp |
| Employer contribution / active EE | $15,675 | $3,923+299.6% | $3,547+341.9% | $5,055+210.1% |
| Participant deferral / active EE | $2,305 | $5,463-57.8% | $4,924-53.2% | $6,977-67.0% |
| Admin fee / account holder | $57,831 | $11,107+420.7% | $10,340+459.3% | $19,030+203.9% |