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 | $251,943 | $106,280+137.1% | $96,538+161.0% | $139,487+80.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.87% | 38.48%-22.6pp | 35.74%-19.9pp | 373.84%-358.0pp |
| Employer contribution / active EE | $5,720 | $4,107+39.3% | $3,740+52.9% | $4,755+20.3% |
| Participant deferral / active EE | $13,610 | $5,457+149.4% | $4,880+178.9% | $6,713+102.8% |
| Admin fee / account holder | $14,418 | $7,888+82.8% | $6,737+114.0% | $11,407+26.4% |