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 | $270,257 | $102,385+164.0% | $147,080+83.7% | $80,935+233.9% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.0pp |
| Annual return | 12.29% | 135.09%-122.8pp | 420.17%-407.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $7,191 | $3,717+93.5% | $4,933+45.8% | $2,757+160.8% |
| Participant deferral / active EE | $2,811 | $6,651-57.7% | $8,066-65.2% | $4,299-34.6% |
| Admin fee / account holder | $6,532 | $7,951-17.8% | $12,989-49.7% | $6,924-5.7% |