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 | $281,078 | $49,897+463.3% | $80,648+248.5% | $75,177+273.9% |
| Participation rate | 88.8% | 55.3%+33.4pp | 67.0%+21.7pp | 67.2%+21.5pp |
| Annual return | 15.53% | 34.68%-19.1pp | 937.21%-921.7pp | 160.75%-145.2pp |
| Employer contribution / active EE | $8,627 | $1,699+407.8% | $2,724+216.7% | $2,671+223.0% |
| Participant deferral / active EE | $8,767 | $2,992+193.0% | $4,443+97.3% | $4,126+112.5% |
| Admin fee / account holder | $2,934 | $3,579-18.0% | $5,382-45.5% | $5,651-48.1% |