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 | $465,186 | $85,766+442.4% | $136,298+241.3% | $70,126+563.4% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 21.08% | 31.46%-10.4pp | 5156.27%-5135.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $13,280 | $2,966+347.7% | $4,696+182.8% | $2,343+466.9% |
| Participant deferral / active EE | $11,801 | $5,051+133.6% | $6,247+88.9% | $3,332+254.2% |
| Admin fee / account holder | $2,841 | $5,421-47.6% | $9,244-69.3% | $4,645-38.8% |