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 | $283,968 | $102,382+177.4% | $147,005+93.2% | $80,874+251.1% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.2%+9.1pp | 67.6%+23.7pp |
| Annual return | 15.30% | 134.89%-119.6pp | 418.76%-403.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $10,065 | $3,715+170.9% | $4,934+104.0% | $2,756+265.3% |
| Participant deferral / active EE | $8,121 | $6,646+22.2% | $8,070+0.6% | $4,297+89.0% |
| Admin fee / account holder | $4,392 | $7,942-44.7% | $13,006-66.2% | $6,935-36.7% |