Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $284,857 | $102,429+178.1% | $147,096+93.7% | $80,925+252.0% |
| Participation rate | 98.7% | 75.9%+22.8pp | 82.2%+16.5pp | 67.7%+31.0pp |
| Annual return | 11.98% | 135.02%-123.0pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $5,730 | $3,716+54.2% | $4,936+16.1% | $2,756+107.9% |
| Participant deferral / active EE | $13,868 | $6,649+108.6% | $8,071+71.8% | $4,299+222.6% |
| Admin fee / account holder | $14,169 | $7,957+78.1% | $13,005+9.0% | $6,940+104.2% |