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 | $273,759 | $63,346+332.2% | $92,240+196.8% | $70,126+290.4% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 17.37% | 530.19%-512.8pp | 176.29%-158.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $3,587 | $2,471+45.1% | $3,680-2.5% | $2,343+53.1% |
| Participant deferral / active EE | $9,471 | $2,854+231.9% | $3,897+143.0% | $3,332+184.3% |
| Admin fee / account holder | $6,285 | $3,841+63.6% | $5,194+21.0% | $4,645+35.3% |