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 | $471,255 | $85,171+453.3% | $172,753+172.8% | $72,976+545.8% |
| Participation rate | 88.1% | 70.1%+18.0pp | 82.6%+5.4pp | 69.5%+18.6pp |
| Annual return | 20.56% | 27.32%-6.8pp | 803.00%-782.4pp | 81.02%-60.5pp |
| Employer contribution / active EE | $2,016 | $3,324-39.4% | $5,144-60.8% | $2,440-17.4% |
| Participant deferral / active EE | $6,312 | $3,260+93.6% | $5,198+21.4% | $3,608+75.0% |
| Admin fee / account holder | $151,560 | $5,880+2477.4% | $13,956+986.0% | $5,124+2857.8% |