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 | $289,750 | $105,200+175.4% | $159,474+81.7% | $85,847+237.5% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.8%-7.0pp | 69.3%+6.5pp |
| Annual return | 17.10% | 45.08%-28.0pp | 263.68%-246.6pp | 318.61%-301.5pp |
| Employer contribution / active EE | $6,428 | $3,319+93.7% | $4,831+33.1% | $2,565+150.6% |
| Participant deferral / active EE | $8,335 | $5,946+40.2% | $7,353+13.4% | $3,952+110.9% |
| Admin fee / account holder | $24,415 | $6,934+252.1% | $10,802+126.0% | $6,261+290.0% |