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 | $282,235 | $98,766+185.8% | $149,730+88.5% | $79,852+253.4% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.8pp |
| Annual return | 16.43% | 27.43%-11.0pp | 276.70%-260.3pp | 31.72%-15.3pp |
| Employer contribution / active EE | $21,661 | $3,217+573.3% | $4,645+366.3% | $2,471+776.6% |
| Participant deferral / active EE | $21,168 | $5,681+272.6% | $6,843+209.3% | $3,740+465.9% |
| Admin fee / account holder | $7,857 | $6,052+29.8% | $9,310-15.6% | $5,306+48.1% |