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 | $257,050 | $85,766+199.7% | $136,298+88.6% | $70,126+266.6% |
| Participation rate | 92.2% | 74.2%+18.0pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 18.27% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $7,008 | $2,966+136.3% | $4,696+49.2% | $2,343+199.1% |
| Participant deferral / active EE | $10,088 | $5,051+99.7% | $6,247+61.5% | $3,332+202.8% |
| Admin fee / account holder | $3,232 | $5,421-40.4% | $9,244-65.0% | $4,645-30.4% |