Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $252,627 | $102,422+146.7% | $147,117+71.7% | $80,959+212.0% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 17.19% | 135.16%-118.0pp | 420.54%-403.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $10,717 | $3,717+188.3% | $4,932+117.3% | $2,757+288.7% |
| Participant deferral / active EE | $10,450 | $6,652+57.1% | $8,065+29.6% | $4,300+143.0% |
| Admin fee / account holder | $2,959 | $7,953-62.8% | $12,993-77.2% | $6,925-57.3% |