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 | $281,239 | $96,524+191.4% | $75,900+270.5% | $152,909+83.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 18.39% | 33.93%-15.5pp | 30.73%-12.3pp | 345.46%-327.1pp |
| Employer contribution / active EE | $15,160 | $3,311+357.9% | $2,501+506.1% | $4,764+218.2% |
| Participant deferral / active EE | $6,117 | $4,554+34.3% | $3,604+69.8% | $5,851+4.5% |
| Admin fee / account holder | $33,134 | $8,082+310.0% | $5,421+511.2% | $11,601+185.6% |