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 | $348,911 | $105,200+231.7% | $159,474+118.8% | $85,847+306.4% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 16.81% | 45.08%-28.3pp | 263.68%-246.9pp | 318.61%-301.8pp |
| Employer contribution / active EE | $9,260 | $3,319+179.0% | $4,831+91.7% | $2,565+261.0% |
| Participant deferral / active EE | $8,331 | $5,946+40.1% | $7,353+13.3% | $3,952+110.8% |
| Admin fee / account holder | $6,668 | $6,934-3.8% | $10,802-38.3% | $6,261+6.5% |