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 | $255,630 | $61,125+318.2% | $94,057+171.8% | $87,485+192.2% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.3%+23.3pp | 68.9%+27.7pp |
| Annual return | 14.75% | 35.20%-20.4pp | 480.62%-465.9pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,626 | $2,136+69.7% | $2,933+23.6% | $2,596+39.6% |
| Participant deferral / active EE | $7,975 | $3,260+144.6% | $4,709+69.3% | $4,274+86.6% |
| Admin fee / account holder | $34,415 | $5,629+511.4% | $7,244+375.0% | $7,775+342.6% |