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 | $258,709 | $132,099+95.8% | $115,599+123.8% | $138,895+86.3% |
| Participation rate | 90.9% | 77.9%+13.1pp | 74.3%+16.6pp | 79.9%+11.0pp |
| Annual return | 14.76% | 176.76%-162.0pp | 111.10%-96.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,325 | $3,416-32.0% | $2,955-21.3% | $4,194-44.6% |
| Participant deferral / active EE | $4,158 | $5,617-26.0% | $4,889-15.0% | $6,396-35.0% |
| Admin fee / account holder | $2,068 | $15,650-86.8% | $12,841-83.9% | $12,562-83.5% |