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 | $398,427 | $102,422+289.0% | $147,117+170.8% | $80,959+392.1% |
| Participation rate | 96.1% | 75.9%+20.2pp | 82.2%+13.9pp | 67.7%+28.4pp |
| Annual return | 14.45% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $4,682 | $3,717+26.0% | $4,932-5.1% | $2,757+69.8% |
| Participant deferral / active EE | $16,816 | $6,652+152.8% | $8,065+108.5% | $4,300+291.0% |
| Admin fee / account holder | $15,844 | $7,953+99.2% | $12,993+21.9% | $6,925+128.8% |