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 | $280,394 | $127,790+119.4% | $106,554+163.1% | $167,553+67.3% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 10.34% | 33.88%-23.5pp | 26.80%-16.5pp | 478.89%-468.5pp |
| Employer contribution / active EE | $2,025 | $3,427-40.9% | $2,819-28.2% | $4,840-58.2% |
| Participant deferral / active EE | $7,279 | $5,088+43.1% | $4,398+65.5% | $6,343+14.8% |
| Admin fee / account holder | $16,261 | $11,231+44.8% | $7,408+119.5% | $12,316+32.0% |