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 | $412,034 | $100,203+311.2% | $85,240+383.4% | $145,897+182.4% |
| Participation rate | 95.8% | 74.1%+21.7pp | 67.5%+28.3pp | 80.3%+15.5pp |
| Annual return | 15.34% | 84.28%-68.9pp | 66.75%-51.4pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,800 | $3,242-44.5% | $2,735-34.2% | $4,663-61.4% |
| Participant deferral / active EE | $9,726 | $5,299+83.6% | $4,527+114.8% | $6,689+45.4% |
| Admin fee / account holder | $874 | $7,265-88.0% | $6,165-85.8% | $13,390-93.5% |