Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $275,927 | $88,672+211.2% | $105,223+162.2% | $82,448+234.7% |
| Participation rate | 96.8% | 67.9%+28.9pp | 75.0%+21.8pp | 68.1%+28.8pp |
| Annual return | 13.43% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $22,374 | $3,048+634.1% | $3,689+506.6% | $2,551+777.1% |
| Participant deferral / active EE | $3,904 | $4,036-3.3% | $5,072-23.0% | $4,139-5.7% |
| Admin fee / account holder | $13,325 | $7,146+86.5% | $8,859+50.4% | $7,234+84.2% |