Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $263,203 | $96,137+173.8% | $136,007+93.5% | $80,874+225.4% |
| Participation rate | 78.6% | 71.2%+7.3pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 15.30% | 28.70%-13.4pp | 579.32%-564.0pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,917 | $3,350-42.8% | $4,215-54.5% | $2,756-30.4% |
| Participant deferral / active EE | $18,160 | $5,706+218.3% | $7,024+158.5% | $4,297+322.6% |
| Admin fee / account holder | $9,292 | $8,236+12.8% | $6,858+35.5% | $6,935+34.0% |