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 | $268,831 | $88,672+203.2% | $105,223+155.5% | $82,448+226.1% |
| Participation rate | 98.6% | 67.9%+30.6pp | 75.0%+23.5pp | 68.1%+30.5pp |
| Annual return | 14.23% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $5,175 | $3,048+69.8% | $3,689+40.3% | $2,551+102.9% |
| Participant deferral / active EE | $9,347 | $4,036+131.6% | $5,072+84.3% | $4,139+125.8% |
| Admin fee / account holder | $45,440 | $7,146+535.9% | $8,859+412.9% | $7,234+528.1% |