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 | $640,513 | $102,382+525.6% | $147,005+335.7% | $80,874+692.0% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.2%+13.7pp | 67.6%+28.2pp |
| Annual return | 12.90% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $9,535 | $3,715+156.7% | $4,934+93.2% | $2,756+246.0% |
| Participant deferral / active EE | $13,828 | $6,646+108.1% | $8,070+71.4% | $4,297+221.8% |
| Admin fee / account holder | $29,344 | $7,942+269.5% | $13,006+125.6% | $6,935+323.1% |