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 | $426,090 | $100,901+322.3% | $75,501+464.4% | $147,586+188.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 18.14% | 35.78%-17.6pp | 27.35%-9.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $9,375 | $3,253+188.2% | $2,352+298.6% | $4,876+92.3% |
| Participant deferral / active EE | $11,904 | $4,027+195.6% | $3,142+278.8% | $5,439+118.9% |
| Admin fee / account holder | $22,319 | $11,285+97.8% | $5,801+284.8% | $10,886+105.0% |