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 | $281,456 | $84,236+234.1% | $170,435+65.1% | $70,126+301.4% |
| Participation rate | 97.7% | 70.8%+26.8pp | 83.6%+14.1pp | 69.5%+28.1pp |
| Annual return | 16.29% | 23.06%-6.8pp | 205.94%-189.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $17,540 | $3,387+417.8% | $5,432+222.9% | $2,343+648.8% |
| Participant deferral / active EE | $11,174 | $3,086+262.1% | $4,939+126.2% | $3,332+235.4% |
| Admin fee / account holder | $41,534 | $5,698+628.9% | $13,881+199.2% | $4,645+794.1% |