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 | $706,829 | $102,429+590.1% | $147,096+380.5% | $80,925+773.4% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 13.70% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $15,837 | $3,716+326.2% | $4,936+220.8% | $2,756+474.6% |
| Participant deferral / active EE | $19,056 | $6,649+186.6% | $8,071+136.1% | $4,299+343.3% |
| Admin fee / account holder | $205,242 | $7,957+2479.4% | $13,005+1478.2% | $6,940+2857.3% |