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 | $274,606 | $124,330+120.9% | $109,173+151.5% | $167,536+63.9% |
| Participation rate | 92.9% | 79.5%+13.4pp | 75.9%+17.0pp | 82.1%+10.7pp |
| Annual return | 14.83% | 26.04%-11.2pp | 25.75%-10.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $10,714 | $4,209+154.5% | $3,723+187.8% | $4,839+121.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,851 | $7,974-64.2% | $6,755-57.8% | $12,315-76.8% |