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 | $344,559 | $97,078+254.9% | $103,065+234.3% | $145,897+136.2% |
| Participation rate | 92.3% | 81.1%+11.2pp | 80.6%+11.8pp | 80.3%+12.0pp |
| Annual return | 20.32% | 25.49%-5.2pp | 23.95%-3.6pp | 552.29%-532.0pp |
| Employer contribution / active EE | $9,131 | $4,680+95.1% | $4,675+95.3% | $4,663+95.8% |
| Participant deferral / active EE | $13,802 | $6,601+109.1% | $6,625+108.3% | $6,689+106.3% |
| Admin fee / account holder | $13,011 | $12,505+4.0% | $9,349+39.2% | $13,390-2.8% |