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 | $286,332 | $78,682+263.9% | $109,188+162.2% | $85,851+233.5% |
| Participation rate | 88.6% | 68.3%+20.4pp | 75.9%+12.8pp | 69.3%+19.3pp |
| Annual return | 15.44% | 25.09%-9.6pp | 25.76%-10.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $12,719 | $2,734+365.2% | $3,723+241.6% | $2,565+395.8% |
| Participant deferral / active EE | $7,497 | $3,468+116.2% | $4,654+61.1% | $3,952+89.7% |
| Admin fee / account holder | $14,205 | $5,470+159.7% | $6,755+110.3% | $6,261+126.9% |