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 | $393,290 | $183,539+114.3% | $155,556+152.8% | $145,897+169.6% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 10.34% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $18,430 | $5,315+246.7% | $4,675+294.2% | $4,663+295.3% |
| Participant deferral / active EE | $11,440 | $6,467+76.9% | $5,631+103.2% | $6,689+71.0% |
| Admin fee / account holder | $8,873 | $19,275-54.0% | $15,885-44.1% | $13,390-33.7% |