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 | $360,239 | $175,231+105.6% | $149,696+140.6% | $139,466+158.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.63% | 166.77%-149.1pp | 134.46%-116.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $34,452 | $5,478+528.9% | $4,821+614.7% | $4,754+624.7% |
| Participant deferral / active EE | $11,825 | $6,521+81.3% | $5,682+108.1% | $6,712+76.2% |
| Admin fee / account holder | $9,410 | $16,155-41.7% | $13,212-28.8% | $11,409-17.5% |