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 | $307,405 | $98,776+211.2% | $149,745+105.3% | $79,856+284.9% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 15.35% | 27.38%-12.0pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $5,979 | $3,217+85.9% | $4,646+28.7% | $2,471+142.0% |
| Participant deferral / active EE | $9,894 | $5,681+74.2% | $6,843+44.6% | $3,741+164.5% |
| Admin fee / account holder | $60,476 | $6,053+899.2% | $9,312+549.5% | $5,306+1039.7% |