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 | $276,646 | $127,790+116.5% | $106,555+159.6% | $167,536+65.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.39% | 33.88%-20.5pp | 26.80%-13.4pp | 478.82%-465.4pp |
| Employer contribution / active EE | $11,994 | $3,428+249.9% | $2,819+325.4% | $4,839+147.9% |
| Participant deferral / active EE | $8,047 | $5,088+58.1% | $4,399+82.9% | $6,342+26.9% |
| Admin fee / account holder | $8,928 | $11,229-20.5% | $7,408+20.5% | $12,315-27.5% |