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 | $258,525 | $158,852+62.7% | $121,220+113.3% | $135,380+91.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 7.23% | -0.64%+7.9pp | 16.94%-9.7pp | 519.81%-512.6pp |
| Employer contribution / active EE | $16,193 | $5,666+185.8% | $4,023+302.5% | $4,779+238.8% |
| Participant deferral / active EE | $7,920 | $4,006+97.7% | $3,345+136.8% | $5,609+41.2% |
| Admin fee / account holder | $38,442 | $6,515+490.1% | $5,021+665.7% | $10,828+255.0% |