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 | $488,653 | $102,385+377.3% | $147,080+232.2% | $80,935+503.8% |
| Participation rate | 96.4% | 75.9%+20.5pp | 82.2%+14.2pp | 67.7%+28.7pp |
| Annual return | 16.43% | 135.09%-118.7pp | 420.17%-403.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $6,883 | $3,717+85.2% | $4,933+39.5% | $2,757+149.7% |
| Participant deferral / active EE | $8,548 | $6,651+28.5% | $8,066+6.0% | $4,299+98.8% |
| Admin fee / account holder | $15,892 | $7,951+99.9% | $12,989+22.4% | $6,924+129.5% |