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 | $316,102 | $84,236+275.3% | $170,435+85.5% | $70,126+350.8% |
| Participation rate | 94.1% | 70.8%+23.3pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 12.77% | 23.06%-10.3pp | 205.94%-193.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $16,580 | $3,387+389.5% | $5,432+205.2% | $2,343+607.8% |
| Participant deferral / active EE | $10,095 | $3,086+227.2% | $4,939+104.4% | $3,332+203.0% |
| Admin fee / account holder | $111,207 | $5,698+1851.6% | $13,881+701.2% | $4,645+2293.9% |