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 | $266,532 | $99,053+169.1% | $88,179+202.3% | $138,895+91.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.26% | 78.17%-64.9pp | 64.97%-51.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $5,250 | $2,882+82.2% | $2,549+105.9% | $4,194+25.2% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,961 | $8,748+2.4% | $7,673+16.8% | $12,562-28.7% |