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 | $347,876 | $110,240+215.6% | $96,544+260.3% | $139,487+149.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.47% | 26.41%-10.9pp | 25.88%-10.4pp | 373.84%-358.4pp |
| Employer contribution / active EE | $3,892 | $3,622+7.4% | $2,966+31.2% | $4,755-18.1% |
| Participant deferral / active EE | $15,848 | $5,549+185.6% | $4,851+226.7% | $6,713+136.1% |
| Admin fee / account holder | $61,694 | $11,602+431.7% | $8,254+647.4% | $11,407+440.8% |