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 | $254,355 | $75,828+235.4% | $147,617+72.3% | $59,632+326.5% |
| Participation rate | 82.8% | 71.6%+11.2pp | 84.6%-1.9pp | 68.7%+14.1pp |
| Annual return | 0.31% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.32%-2041.0pp |
| Employer contribution / active EE | $9,427 | $3,485+170.5% | $5,565+69.4% | $2,203+328.0% |
| Participant deferral / active EE | $1,224 | $3,130-60.9% | $4,895-75.0% | $3,192-61.6% |
| Admin fee / account holder | $8,193 | $5,985+36.9% | $11,611-29.4% | $4,297+90.7% |