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 | $347,232 | $112,935+207.5% | $90,970+281.7% | $158,966+118.4% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 5.93% | 215.79%-209.9pp | 134.58%-128.6pp | 302.95%-297.0pp |
| Employer contribution / active EE | $5,000 | $2,895+72.7% | $2,122+135.6% | $4,762+5.0% |
| Participant deferral / active EE | $6,408 | $4,129+55.2% | $3,373+89.9% | $5,983+7.1% |
| Admin fee / account holder | $2,390 | $8,045-70.3% | $5,960-59.9% | $11,250-78.8% |