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 | $253,579 | $91,559+177.0% | $133,971+89.3% | $79,852+217.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.04% | 61.85%-50.8pp | 45.09%-34.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $8,816 | $2,384+269.8% | $3,919+125.0% | $2,471+256.7% |
| Participant deferral / active EE | $8,234 | $3,734+120.5% | $5,047+63.1% | $3,740+120.1% |
| Admin fee / account holder | $29,311 | $6,321+363.7% | $8,929+228.3% | $5,306+452.4% |