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 | $255,981 | $89,370+186.4% | $141,197+81.3% | $72,976+250.8% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 26.22% | 111.88%-85.7pp | 71.41%-45.2pp | 81.02%-54.8pp |
| Employer contribution / active EE | $7,454 | $3,115+139.3% | $4,736+57.4% | $2,440+205.5% |
| Participant deferral / active EE | $13,657 | $5,419+152.0% | $6,710+103.5% | $3,608+278.5% |
| Admin fee / account holder | $16,313 | $5,957+173.9% | $10,265+58.9% | $5,124+218.4% |