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 | $545,918 | $103,038+429.8% | $90,324+504.4% | $152,909+257.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 19.13% | 95.25%-76.1pp | 78.15%-59.0pp | 345.46%-326.3pp |
| Employer contribution / active EE | $31,646 | $3,141+907.6% | $2,856+1008.1% | $4,764+564.3% |
| Participant deferral / active EE | $5,782 | $4,282+35.0% | $3,885+48.8% | $5,851-1.2% |
| Admin fee / account holder | $4,821 | $6,177-22.0% | $5,356-10.0% | $11,601-58.4% |