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 | $294,167 | $172,111+70.9% | $150,298+95.7% | $137,256+114.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.27% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $9,212 | $4,636+98.7% | $4,154+121.8% | $4,156+121.7% |
| Participant deferral / active EE | $5,295 | $6,166-14.1% | $5,453-2.9% | $6,407-17.4% |
| Admin fee / account holder | $3,167 | $16,471-80.8% | $14,116-77.6% | $12,270-74.2% |