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 | $384,991 | $150,346+156.1% | $120,524+219.4% | $145,877+163.9% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 28.51% | 154.40%-125.9pp | 107.36%-78.9pp | 551.28%-522.8pp |
| Employer contribution / active EE | $7,052 | $4,353+62.0% | $3,469+103.3% | $4,663+51.2% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $13,248 | $12,215+8.5% | $9,440+40.3% | $13,402-1.2% |