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 | $292,806 | $228,395+28.2% | $185,861+57.5% | $158,982+84.2% |
| Participation rate | 94.4% | 82.3%+12.1pp | 78.0%+16.4pp | 82.0%+12.5pp |
| Annual return | 24.95% | 40.82%-15.9pp | 35.96%-11.0pp | 302.99%-278.0pp |
| Employer contribution / active EE | $17,222 | $4,968+246.7% | $4,088+321.3% | $4,763+261.6% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $70,690 | $11,869+495.6% | $9,503+643.8% | $11,252+528.3% |