Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $276,301 | $108,911+153.7% | $100,392+175.2% | $145,884+89.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.53% | 58.23%-42.7pp | 49.45%-33.9pp | 551.85%-536.3pp |
| Employer contribution / active EE | $12,500 | $4,420+182.8% | $3,941+217.1% | $4,662+168.1% |
| Participant deferral / active EE | $23,000 | $8,459+171.9% | $8,090+184.3% | $6,690+243.8% |
| Admin fee / account holder | $73,743 | $9,698+660.4% | $7,904+833.0% | $13,392+450.7% |