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 | $326,950 | $102,422+219.2% | $147,117+122.2% | $80,959+303.8% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.7%+21.5pp |
| Annual return | 17.93% | 135.16%-117.2pp | 420.54%-402.6pp | 35.67%-17.7pp |
| Employer contribution / active EE | $26,167 | $3,717+603.9% | $4,932+430.5% | $2,757+849.1% |
| Participant deferral / active EE | $22,948 | $6,652+245.0% | $8,065+184.6% | $4,300+433.6% |
| Admin fee / account holder | $85,884 | $7,953+979.8% | $12,993+561.0% | $6,925+1140.1% |