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 | $270,063 | $61,815+336.9% | $97,295+177.6% | $80,959+233.6% |
| Participation rate | 79.6% | 63.5%+16.2pp | 72.7%+7.0pp | 67.7%+12.0pp |
| Annual return | 16.68% | -558.73%+575.4pp | 75.62%-58.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $3,305 | $1,836+80.0% | $2,723+21.4% | $2,757+19.9% |
| Participant deferral / active EE | $8,517 | $3,027+181.4% | $4,264+99.8% | $4,300+98.0% |
| Admin fee / account holder | $4,925 | $5,166-4.7% | $5,646-12.8% | $6,925-28.9% |