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 | $254,597 | $154,209+65.1% | $130,062+95.7% | $139,487+82.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.95% | 32.52%-16.6pp | -137.37%+153.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $13,938 | $5,292+163.4% | $4,322+222.5% | $4,755+193.1% |
| Participant deferral / active EE | $10,496 | $6,709+56.4% | $5,821+80.3% | $6,713+56.4% |
| Admin fee / account holder | $1,931 | $13,988-86.2% | $10,601-81.8% | $11,407-83.1% |