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 | $272,789 | $85,169+220.3% | $172,755+57.9% | $72,983+273.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.15% | 27.32%-10.2pp | 802.94%-785.8pp | 81.01%-63.9pp |
| Employer contribution / active EE | $10,524 | $3,324+216.6% | $5,144+104.6% | $2,440+331.3% |
| Participant deferral / active EE | $4,626 | $3,260+41.9% | $5,198-11.0% | $3,608+28.2% |
| Admin fee / account holder | $54,752 | $5,880+831.1% | $13,955+292.4% | $5,124+968.5% |