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 | $253,807 | $111,535+127.6% | $105,223+141.2% | $137,256+84.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.17% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $12,364 | $3,939+213.8% | $3,689+235.2% | $4,156+197.5% |
| Participant deferral / active EE | $9,298 | $5,500+69.1% | $5,072+83.3% | $6,407+45.1% |
| Admin fee / account holder | $6,478 | $9,721-33.4% | $8,859-26.9% | $12,270-47.2% |