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 | $281,848 | $63,346+344.9% | $92,240+205.6% | $70,126+301.9% |
| Participation rate | 95.3% | 68.7%+26.7pp | 76.5%+18.9pp | 69.5%+25.8pp |
| Annual return | 14.77% | 530.19%-515.4pp | 176.29%-161.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $6,253 | $2,471+153.0% | $3,680+69.9% | $2,343+166.9% |
| Participant deferral / active EE | $8,229 | $2,854+188.3% | $3,897+111.2% | $3,332+147.0% |
| Admin fee / account holder | $27,714 | $3,841+621.6% | $5,194+433.6% | $4,645+496.6% |