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 | $278,803 | $102,385+172.3% | $147,080+89.6% | $80,935+244.5% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 12.84% | 135.09%-122.3pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $9,555 | $3,717+157.1% | $4,933+93.7% | $2,757+246.6% |
| Participant deferral / active EE | $10,055 | $6,651+51.2% | $8,066+24.7% | $4,299+133.9% |
| Admin fee / account holder | $37,462 | $7,951+371.1% | $12,989+188.4% | $6,924+441.0% |