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 | $315,714 | $136,433+131.4% | $98,864+219.3% | $167,553+88.4% |
| Participation rate | 100.0% | 70.3%+29.7pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 15.25% | 67.76%-52.5pp | 50.03%-34.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $6,643 | $2,636+152.0% | $2,070+221.0% | $4,840+37.3% |
| Participant deferral / active EE | $5,018 | $3,721+34.9% | $3,037+65.2% | $6,343-20.9% |
| Admin fee / account holder | $69,675 | $5,039+1282.8% | $4,080+1607.9% | $12,316+465.7% |