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 | $286,140 | $152,619+87.5% | $125,195+128.6% | $152,909+87.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.87% | 54.85%-38.0pp | 43.79%-26.9pp | 345.46%-328.6pp |
| Employer contribution / active EE | $2,877 | $4,947-41.8% | $3,866-25.6% | $4,764-39.6% |
| Participant deferral / active EE | $10,113 | $5,869+72.3% | $4,937+104.8% | $5,851+72.8% |
| Admin fee / account holder | $8,502 | $13,437-36.7% | $9,704-12.4% | $11,601-26.7% |