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 | $314,280 | $102,385+207.0% | $147,080+113.7% | $80,935+288.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.72% | 135.09%-119.4pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $10,057 | $3,717+170.6% | $4,933+103.9% | $2,757+264.8% |
| Participant deferral / active EE | $11,323 | $6,651+70.3% | $8,066+40.4% | $4,299+163.4% |
| Admin fee / account holder | $6,743 | $7,951-15.2% | $12,989-48.1% | $6,924-2.6% |