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 | $373,762 | $91,525+308.4% | $130,026+187.5% | $75,181+397.2% |
| Participation rate | 88.9% | 71.4%+17.4pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 22.39% | -631.40%+653.8pp | -137.26%+159.7pp | 160.69%-138.3pp |
| Employer contribution / active EE | $3,958 | $2,844+39.2% | $4,321-8.4% | $2,671+48.2% |
| Participant deferral / active EE | $3,438 | $4,342-20.8% | $5,821-40.9% | $4,126-16.7% |
| Admin fee / account holder | $28,672 | $6,778+323.0% | $10,608+170.3% | $5,650+407.5% |