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 | $299,411 | $98,766+203.2% | $149,730+100.0% | $79,852+275.0% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.6pp |
| Annual return | 12.43% | 27.43%-15.0pp | 276.70%-264.3pp | 31.72%-19.3pp |
| Employer contribution / active EE | $6,290 | $3,217+95.5% | $4,645+35.4% | $2,471+154.5% |
| Participant deferral / active EE | $8,884 | $5,681+56.4% | $6,843+29.8% | $3,740+137.5% |
| Admin fee / account holder | $9,699 | $6,052+60.3% | $9,310+4.2% | $5,306+82.8% |