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 | $276,100 | $58,234+374.1% | $81,783+237.6% | $80,874+241.4% |
| Participation rate | 82.4% | 63.4%+18.9pp | 72.4%+10.0pp | 67.6%+14.7pp |
| Annual return | 14.46% | 41.70%-27.2pp | 775.05%-760.6pp | 35.62%-21.2pp |
| Employer contribution / active EE | $10,559 | $2,341+351.0% | $2,913+262.5% | $2,756+283.2% |
| Participant deferral / active EE | $10,609 | $3,283+223.2% | $4,320+145.6% | $4,297+146.9% |
| Admin fee / account holder | $36,581 | $4,982+634.3% | $7,380+395.7% | $6,935+427.5% |