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 | $455,184 | $126,519+259.8% | $106,201+328.6% | $145,959+211.9% |
| Participation rate | 94.7% | 77.7%+17.1pp | 75.3%+19.4pp | 80.3%+14.5pp |
| Annual return | 13.20% | 225.10%-211.9pp | 116.26%-103.1pp | 561.95%-548.8pp |
| Employer contribution / active EE | $13,079 | $3,726+251.0% | $3,170+312.6% | $4,661+180.6% |
| Participant deferral / active EE | $17,438 | $5,716+205.1% | $5,012+247.9% | $6,689+160.7% |
| Admin fee / account holder | $29,200 | $17,312+68.7% | $11,039+164.5% | $13,398+117.9% |