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 | $254,167 | $51,604+392.5% | $129,295+96.6% | $80,874+214.3% |
| Participation rate | 97.4% | 57.0%+40.4pp | 69.6%+27.7pp | 67.6%+29.7pp |
| Annual return | 13.69% | 20.76%-7.1pp | 9429.28%-9415.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $6,328 | $1,585+299.3% | $4,157+52.2% | $2,756+129.6% |
| Participant deferral / active EE | $10,836 | $2,670+305.8% | $4,169+159.9% | $4,297+152.2% |
| Admin fee / account holder | $6,081 | $4,310+41.1% | $7,665-20.7% | $6,935-12.3% |