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 | $299,213 | $85,766+248.9% | $136,298+119.5% | $70,126+326.7% |
| Participation rate | 95.7% | 74.2%+21.5pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 15.23% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $8,524 | $2,966+187.4% | $4,696+81.5% | $2,343+263.9% |
| Participant deferral / active EE | $9,271 | $5,051+83.5% | $6,247+48.4% | $3,332+178.2% |
| Admin fee / account holder | $4,889 | $5,421-9.8% | $9,244-47.1% | $4,645+5.2% |