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 | $353,073 | $91,559+285.6% | $133,978+163.5% | $79,856+342.1% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 18.82% | 61.85%-43.0pp | 45.10%-26.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $4,692 | $2,384+96.8% | $3,919+19.7% | $2,471+89.9% |
| Participant deferral / active EE | $13,622 | $3,734+264.8% | $5,047+169.9% | $3,741+264.2% |
| Admin fee / account holder | $30,599 | $6,321+384.1% | $8,930+242.7% | $5,306+476.6% |