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 | $274,138 | $100,203+173.6% | $85,240+221.6% | $145,897+87.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 17.56% | 84.28%-66.7pp | 66.75%-49.2pp | 552.29%-534.7pp |
| Employer contribution / active EE | $1,119 | $3,242-65.5% | $2,735-59.1% | $4,663-76.0% |
| Participant deferral / active EE | $2,956 | $5,299-44.2% | $4,527-34.7% | $6,689-55.8% |
| Admin fee / account holder | $37,337 | $7,265+413.9% | $6,165+505.7% | $13,390+178.8% |