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 | $265,324 | $102,385+159.1% | $147,080+80.4% | $80,935+227.8% |
| Participation rate | 85.0% | 75.9%+9.1pp | 82.2%+2.8pp | 67.7%+17.3pp |
| Annual return | 14.02% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.6pp |
| Employer contribution / active EE | $2,854 | $3,717-23.2% | $4,933-42.1% | $2,757+3.5% |
| Participant deferral / active EE | $10,840 | $6,651+63.0% | $8,066+34.4% | $4,299+152.1% |
| Admin fee / account holder | $3,557 | $7,951-55.3% | $12,989-72.6% | $6,924-48.6% |