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 | $260,027 | $91,167+185.2% | $178,498+45.7% | $79,858+225.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.41% | 24.19%-6.8pp | 151.09%-133.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $8,542 | $3,255+162.4% | $5,011+70.5% | $2,471+245.7% |
| Participant deferral / active EE | $6,143 | $3,236+89.9% | $5,202+18.1% | $3,740+64.3% |
| Admin fee / account holder | $1,902 | $6,747-71.8% | $13,985-86.4% | $5,306-64.2% |