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 | $251,850 | $115,814+117.5% | $101,275+148.7% | $158,982+58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.28% | 56.16%-41.9pp | 46.48%-32.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $4,044 | $4,176-3.2% | $3,660+10.5% | $4,763-15.1% |
| Participant deferral / active EE | $10,784 | $4,958+117.5% | $4,371+146.7% | $5,983+80.2% |
| Admin fee / account holder | $1,551 | $7,249-78.6% | $5,948-73.9% | $11,252-86.2% |