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 | $183,592+114.2% | $155,574+152.8% | $145,877+169.6% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 10.34% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $18,430 | $5,317+246.6% | $4,676+294.2% | $4,663+295.2% |
| Participant deferral / active EE | $11,440 | $6,466+76.9% | $5,629+103.2% | $6,691+71.0% |
| Admin fee / account holder | $8,873 | $19,316-54.1% | $15,914-44.2% | $13,402-33.8% |