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 | $275,783 | $102,382+169.4% | $147,005+87.6% | $80,874+241.0% |
| Participation rate | 89.4% | 75.8%+13.5pp | 82.2%+7.2pp | 67.6%+21.7pp |
| Annual return | 17.20% | 134.89%-117.7pp | 418.76%-401.6pp | 35.62%-18.4pp |
| Employer contribution / active EE | $7,121 | $3,715+91.7% | $4,934+44.3% | $2,756+158.4% |
| Participant deferral / active EE | $11,347 | $6,646+70.7% | $8,070+40.6% | $4,297+164.1% |
| Admin fee / account holder | $1,969 | $7,942-75.2% | $13,006-84.9% | $6,935-71.6% |