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 | $278,025 | $100,139+177.6% | $85,187+226.4% | $145,884+90.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 84.15%-72.0pp | 66.67%-54.5pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,951 | $3,238-39.7% | $2,732-28.6% | $4,662-58.2% |
| Participant deferral / active EE | $5,005 | $5,296-5.5% | $4,525+10.6% | $6,690-25.2% |
| Admin fee / account holder | $1,474 | $7,262-79.7% | $6,162-76.1% | $13,392-89.0% |