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 | $306,548 | $142,426+115.2% | $115,167+166.2% | $152,909+100.5% |
| Participation rate | 91.3% | 82.4%+8.9pp | 75.9%+15.4pp | 82.5%+8.8pp |
| Annual return | 27.73% | 41.48%-13.8pp | 35.60%-7.9pp | 345.46%-317.7pp |
| Employer contribution / active EE | $6,522 | $4,011+62.6% | $3,179+105.1% | $4,764+36.9% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,617 | $8,464-69.1% | $7,089-63.1% | $11,601-77.4% |