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 | $449,099 | $102,422+338.5% | $147,117+205.3% | $80,959+454.7% |
| Participation rate | 93.9% | 75.9%+18.0pp | 82.2%+11.7pp | 67.7%+26.2pp |
| Annual return | 18.22% | 135.16%-116.9pp | 420.54%-402.3pp | 35.67%-17.4pp |
| Employer contribution / active EE | $13,228 | $3,717+255.8% | $4,932+168.2% | $2,757+379.8% |
| Participant deferral / active EE | $12,783 | $6,652+92.2% | $8,065+58.5% | $4,300+197.3% |
| Admin fee / account holder | $12,926 | $7,953+62.5% | $12,993-0.5% | $6,925+86.6% |