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 | $96,491+191.5% | $75,888+270.6% | $152,870+84.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 18.39% | 33.98%-15.6pp | 30.76%-12.4pp | 345.34%-326.9pp |
| Employer contribution / active EE | $15,160 | $3,310+358.0% | $2,501+506.3% | $4,763+218.3% |
| Participant deferral / active EE | $6,117 | $4,553+34.4% | $3,603+69.8% | $5,850+4.6% |
| Admin fee / account holder | $33,134 | $8,079+310.1% | $5,419+511.5% | $11,597+185.7% |