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 | $351,472 | $84,236+317.2% | $170,435+106.2% | $70,126+401.2% |
| Participation rate | 97.7% | 70.8%+26.9pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 15.12% | 23.06%-7.9pp | 205.94%-190.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $11,586 | $3,387+242.1% | $5,432+113.3% | $2,343+394.6% |
| Participant deferral / active EE | $8,657 | $3,086+180.5% | $4,939+75.3% | $3,332+159.8% |
| Admin fee / account holder | $14,453 | $5,698+153.6% | $13,881+4.1% | $4,645+211.1% |