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 | $392,847 | $133,981+193.2% | $112,249+250.0% | $134,532+192.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 6.23% | 47.16%-40.9pp | 27.48%-21.3pp | 418.27%-412.0pp |
| Employer contribution / active EE | $28,360 | $4,040+602.0% | $3,636+680.0% | $4,741+498.2% |
| Participant deferral / active EE | $3,604 | $5,292-31.9% | $4,729-23.8% | $6,401-43.7% |
| Admin fee / account holder | $17,037 | $7,492+127.4% | $6,412+165.7% | $11,429+49.1% |