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 | $251,549 | $152,619+64.8% | $125,195+100.9% | $152,909+64.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.07% | 54.85%-41.8pp | 43.79%-30.7pp | 345.46%-332.4pp |
| Employer contribution / active EE | $2,927 | $4,947-40.8% | $3,866-24.3% | $4,764-38.6% |
| Participant deferral / active EE | $10,358 | $5,869+76.5% | $4,937+109.8% | $5,851+77.0% |
| Admin fee / account holder | $397 | $13,437-97.0% | $9,704-95.9% | $11,601-96.6% |