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 | $254,746 | $157,304+61.9% | $141,197+80.4% | $152,909+66.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.56% | 64.34%-40.8pp | 71.41%-47.8pp | 345.46%-321.9pp |
| Employer contribution / active EE | $3,051 | $5,263-42.0% | $4,736-35.6% | $4,764-36.0% |
| Participant deferral / active EE | $10,684 | $7,111+50.2% | $6,710+59.2% | $5,851+82.6% |
| Admin fee / account holder | $63,763 | $12,126+425.8% | $10,265+521.2% | $11,601+449.6% |