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 | $369,135 | $102,422+260.4% | $147,117+150.9% | $80,959+356.0% |
| Participation rate | 84.3% | 75.9%+8.4pp | 82.2%+2.1pp | 67.7%+16.6pp |
| Annual return | 12.67% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $15,750 | $3,717+323.7% | $4,932+219.3% | $2,757+471.2% |
| Participant deferral / active EE | $14,275 | $6,652+114.6% | $8,065+77.0% | $4,300+232.0% |
| Admin fee / account holder | $48,056 | $7,953+504.2% | $12,993+269.9% | $6,925+593.9% |