Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $299,223 | $162,781+83.8% | $133,956+123.4% | $158,931+88.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.59% | 41.94%-27.4pp | 45.09%-30.5pp | 302.86%-288.3pp |
| Employer contribution / active EE | $5,735 | $4,975+15.3% | $3,919+46.4% | $4,761+20.4% |
| Participant deferral / active EE | $12,677 | $5,911+114.5% | $5,048+151.2% | $5,982+111.9% |
| Admin fee / account holder | $5,304 | $11,736-54.8% | $8,927-40.6% | $11,247-52.8% |