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 | $289,827 | $81,276+256.6% | $155,574+86.3% | $80,925+258.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.23% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $9,599 | $3,103+209.4% | $4,676+105.3% | $2,756+248.3% |
| Participant deferral / active EE | $8,479 | $3,453+145.6% | $5,629+50.6% | $4,299+97.3% |
| Admin fee / account holder | $52,990 | $7,993+562.9% | $15,914+233.0% | $6,940+663.5% |