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 | $258,619 | $102,429+152.5% | $147,096+75.8% | $80,925+219.6% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 14.28% | 135.02%-120.7pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $9,250 | $3,716+148.9% | $4,936+87.4% | $2,756+235.6% |
| Participant deferral / active EE | $14,920 | $6,649+124.4% | $8,071+84.9% | $4,299+247.1% |
| Admin fee / account holder | $14,272 | $7,957+79.4% | $13,005+9.7% | $6,940+105.6% |