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 | $489,133 | $58,258+739.6% | $81,820+497.8% | $80,925+504.4% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.4%+20.2pp | 67.7%+24.9pp |
| Annual return | 14.78% | 41.76%-27.0pp | 777.93%-763.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $7,809 | $2,345+232.9% | $2,915+167.9% | $2,756+183.3% |
| Participant deferral / active EE | $6,757 | $3,284+105.8% | $4,323+56.3% | $4,299+57.2% |
| Admin fee / account holder | $4,870 | $4,976-2.1% | $7,391-34.1% | $6,940-29.8% |