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 | $482,445 | $208,088+131.8% | $186,193+159.1% | $154,746+211.8% |
| Participation rate | 95.2% | 80.0%+15.2pp | 77.1%+18.1pp | 80.7%+14.5pp |
| Annual return | 15.21% | 89.97%-74.8pp | 78.03%-62.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,807 | $4,340-58.4% | $3,918-53.9% | $4,379-58.7% |
| Participant deferral / active EE | $13,778 | $7,078+94.7% | $6,513+111.5% | $6,730+104.7% |
| Admin fee / account holder | $20,516 | $11,698+75.4% | $11,058+85.5% | $14,365+42.8% |