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 | $364,908 | $91,536+298.7% | $130,062+180.6% | $75,177+385.4% |
| Participation rate | 84.4% | 71.5%+13.0pp | 78.5%+5.9pp | 67.2%+17.2pp |
| Annual return | 16.02% | -631.62%+647.6pp | -137.37%+153.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $11,746 | $2,845+312.9% | $4,322+171.8% | $2,671+339.8% |
| Participant deferral / active EE | $6,527 | $4,343+50.3% | $5,821+12.1% | $4,126+58.2% |
| Admin fee / account holder | $26,609 | $6,780+292.5% | $10,601+151.0% | $5,651+370.9% |