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 | $283,638 | $84,236+236.7% | $170,439+66.4% | $70,124+304.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.41% | 23.06%-8.6pp | 205.94%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $9,016 | $3,387+166.2% | $5,433+66.0% | $2,342+284.9% |
| Participant deferral / active EE | $5,319 | $3,086+72.4% | $4,939+7.7% | $3,332+59.6% |
| Admin fee / account holder | $491 | $5,698-91.4% | $13,881-96.5% | $4,645-89.4% |