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 | $273,059 | $102,635+166.0% | $86,209+216.7% | $139,456+95.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 12.54% | 1923.53%-1911.0pp | 1169.05%-1156.5pp | 373.45%-360.9pp |
| Employer contribution / active EE | $1,409 | $3,034-53.6% | $2,381-40.8% | $4,753-70.4% |
| Participant deferral / active EE | $6,347 | $4,677+35.7% | $3,986+59.2% | $6,711-5.4% |
| Admin fee / account holder | $16,916 | $8,661+95.3% | $6,853+146.8% | $11,407+48.3% |