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 | $102,382+165.0% | $147,005+84.6% | $80,874+235.5% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 17.14% | 134.89%-117.8pp | 418.76%-401.6pp | 35.62%-18.5pp |
| Employer contribution / active EE | $5,254 | $3,715+41.4% | $4,934+6.5% | $2,756+90.7% |
| Participant deferral / active EE | $15,698 | $6,646+136.2% | $8,070+94.5% | $4,297+265.3% |
| Admin fee / account holder | $1,382 | $7,942-82.6% | $13,006-89.4% | $6,935-80.1% |