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 | $96,236+173.5% | $133,698+96.9% | $80,959+225.1% |
| Participation rate | 78.6% | 71.2%+7.4pp | 76.4%+2.2pp | 67.7%+10.9pp |
| Annual return | 15.30% | 28.74%-13.4pp | 580.90%-565.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,917 | $3,350-42.8% | $4,218-54.6% | $2,757-30.5% |
| Participant deferral / active EE | $18,160 | $5,709+218.1% | $7,016+158.8% | $4,300+322.3% |
| Admin fee / account holder | $9,292 | $8,250+12.6% | $6,703+38.6% | $6,925+34.2% |