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 | $252,272 | $91,198+176.6% | $178,503+41.3% | $79,856+215.9% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | 13.83% | 24.20%-10.4pp | 151.12%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $10,618 | $3,257+226.0% | $5,011+111.9% | $2,471+329.6% |
| Participant deferral / active EE | $5,021 | $3,237+55.1% | $5,202-3.5% | $3,741+34.2% |
| Admin fee / account holder | $8,814 | $6,748+30.6% | $13,987-37.0% | $5,306+66.1% |