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 | $332,768 | $93,345+256.5% | $119,126+179.3% | $87,485+280.4% |
| Participation rate | 95.0% | 68.7%+26.3pp | 75.8%+19.2pp | 68.9%+26.1pp |
| Annual return | 16.78% | 19.08%-2.3pp | 282.11%-265.3pp | 26.06%-9.3pp |
| Employer contribution / active EE | $11,377 | $3,172+258.7% | $4,034+182.1% | $2,596+338.2% |
| Participant deferral / active EE | $12,124 | $4,099+195.8% | $5,318+128.0% | $4,274+183.7% |
| Admin fee / account holder | $5,688 | $8,039-29.2% | $10,693-46.8% | $7,775-26.8% |