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 | $270,512 | $105,210+157.1% | $159,487+69.6% | $85,851+215.1% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.8%-1.0pp | 69.3%+12.5pp |
| Annual return | 20.27% | 45.08%-24.8pp | 263.71%-243.4pp | 318.63%-298.4pp |
| Employer contribution / active EE | $4,807 | $3,319+44.8% | $4,831-0.5% | $2,565+87.4% |
| Participant deferral / active EE | $8,476 | $5,946+42.5% | $7,354+15.3% | $3,952+114.4% |
| Admin fee / account holder | $1,786 | $6,934-74.2% | $10,804-83.5% | $6,261-71.5% |