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 | $251,048 | $75,962+230.5% | $154,108+62.9% | $64,173+291.2% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | 6.96% | 30.32%-23.4pp | 735.21%-728.2pp | 7.63%-0.7pp |
| Employer contribution / active EE | $7,273 | $3,350+117.1% | $5,298+37.3% | $2,381+205.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,334 | $5,589-4.6% | $13,411-60.2% | $4,887+9.1% |