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 | $265,326 | $102,422+159.1% | $147,117+80.4% | $80,959+227.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.24% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $12,389 | $3,717+233.3% | $4,932+151.2% | $2,757+349.3% |
| Participant deferral / active EE | $12,338 | $6,652+85.5% | $8,065+53.0% | $4,300+186.9% |
| Admin fee / account holder | $13,339 | $7,953+67.7% | $12,993+2.7% | $6,925+92.6% |