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 | $256,192 | $91,198+180.9% | $178,503+43.5% | $79,856+220.8% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 12.76% | 24.20%-11.4pp | 151.12%-138.4pp | 31.71%-18.9pp |
| Employer contribution / active EE | $7,152 | $3,257+119.6% | $5,011+42.7% | $2,471+189.4% |
| Participant deferral / active EE | $6,037 | $3,237+86.5% | $5,202+16.0% | $3,741+61.4% |
| Admin fee / account holder | $22,861 | $6,748+238.8% | $13,987+63.4% | $5,306+330.8% |