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 | $250,083 | $98,766+153.2% | $149,730+67.0% | $79,852+213.2% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 13.81% | 27.43%-13.6pp | 276.70%-262.9pp | 31.72%-17.9pp |
| Employer contribution / active EE | $9,689 | $3,217+201.2% | $4,645+108.6% | $2,471+292.1% |
| Participant deferral / active EE | $10,890 | $5,681+91.7% | $6,843+59.1% | $3,740+191.1% |
| Admin fee / account holder | $7,977 | $6,052+31.8% | $9,310-14.3% | $5,306+50.3% |