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 | $365,383 | $102,429+256.7% | $147,096+148.4% | $80,925+351.5% |
| Participation rate | 88.2% | 75.9%+12.4pp | 82.2%+6.1pp | 67.7%+20.6pp |
| Annual return | 13.54% | 135.02%-121.5pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $3,086 | $3,716-17.0% | $4,936-37.5% | $2,756+11.9% |
| Participant deferral / active EE | $11,611 | $6,649+74.6% | $8,071+43.9% | $4,299+170.1% |
| Admin fee / account holder | $10,550 | $7,957+32.6% | $13,005-18.9% | $6,940+52.0% |