Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $286,270 | $60,119+376.2% | $90,430+216.6% | $79,858+258.5% |
| Participation rate | 78.0% | 65.0%+13.0pp | 72.7%+5.3pp | 69.6%+8.4pp |
| Annual return | 15.41% | 71.94%-56.5pp | 1293.73%-1278.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $4,176 | $2,068+102.0% | $3,262+28.0% | $2,471+69.0% |
| Participant deferral / active EE | $13,751 | $2,938+368.1% | $3,963+247.0% | $3,740+267.7% |
| Admin fee / account holder | $1,700 | $3,976-57.3% | $5,613-69.7% | $5,306-68.0% |