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 | $276,764 | $102,429+170.2% | $147,096+88.2% | $80,925+242.0% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 11.93% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,515 | $3,716-32.3% | $4,936-49.0% | $2,756-8.7% |
| Participant deferral / active EE | $5,847 | $6,649-12.1% | $8,071-27.6% | $4,299+36.0% |
| Admin fee / account holder | $26,069 | $7,957+227.6% | $13,005+100.5% | $6,940+275.6% |