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 | $271,341 | $102,422+164.9% | $147,117+84.4% | $80,959+235.2% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.2%+13.3pp | 67.7%+27.8pp |
| Annual return | 17.14% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $5,254 | $3,717+41.3% | $4,932+6.5% | $2,757+90.6% |
| Participant deferral / active EE | $15,698 | $6,652+136.0% | $8,065+94.6% | $4,300+265.0% |
| Admin fee / account holder | $1,382 | $7,953-82.6% | $12,993-89.4% | $6,925-80.0% |