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 | $262,040 | $115,814+126.3% | $101,275+158.7% | $158,982+64.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.45% | 56.16%-44.7pp | 46.48%-35.0pp | 302.99%-291.5pp |
| Employer contribution / active EE | $9,105 | $4,176+118.0% | $3,660+148.8% | $4,763+91.2% |
| Participant deferral / active EE | $5,061 | $4,958+2.1% | $4,371+15.8% | $5,983-15.4% |
| Admin fee / account holder | $1,011 | $7,249-86.1% | $5,948-83.0% | $11,252-91.0% |