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 | $102,422+525.4% | $147,117+335.4% | $80,959+691.2% |
| Participation rate | 95.8% | 75.9%+20.0pp | 82.2%+13.6pp | 67.7%+28.2pp |
| Annual return | 12.90% | 135.16%-122.3pp | 420.54%-407.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $9,535 | $3,717+156.5% | $4,932+93.3% | $2,757+245.8% |
| Participant deferral / active EE | $13,828 | $6,652+107.9% | $8,065+71.5% | $4,300+221.6% |
| Admin fee / account holder | $29,344 | $7,953+268.9% | $12,993+125.8% | $6,925+323.7% |