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 | $125,237+263.5% | $105,608+331.0% | $145,877+212.0% |
| Participation rate | 94.7% | 77.7%+17.1pp | 75.3%+19.5pp | 80.3%+14.4pp |
| Annual return | 13.20% | 225.76%-212.6pp | 116.50%-103.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $13,079 | $3,720+251.5% | $3,167+313.0% | $4,663+180.5% |
| Participant deferral / active EE | $17,438 | $5,711+205.4% | $5,010+248.1% | $6,691+160.6% |
| Admin fee / account holder | $29,200 | $17,287+68.9% | $11,028+164.8% | $13,402+117.9% |