Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $846,310 | $109,411+673.5% | $89,435+846.3% | $158,982+432.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 7.21% | 345.68%-338.5pp | 245.55%-238.3pp | 302.99%-295.8pp |
| Employer contribution / active EE | $9,517 | $3,173+200.0% | $2,587+267.9% | $4,763+99.8% |
| Participant deferral / active EE | $12,693 | $4,600+176.0% | $3,890+226.3% | $5,983+112.1% |
| Admin fee / account holder | $5,863 | $6,159-4.8% | $4,884+20.0% | $11,252-47.9% |