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 | $532,432 | $95,383+458.2% | $185,837+186.5% | $85,856+520.1% |
| Participation rate | 87.8% | 68.8%+19.1pp | 81.7%+6.1pp | 69.3%+18.5pp |
| Annual return | 34.97% | 23.59%+11.4pp | 122.08%-87.1pp | 318.58%-283.6pp |
| Employer contribution / active EE | $15,570 | $3,313+369.9% | $5,168+201.3% | $2,565+507.0% |
| Participant deferral / active EE | $11,989 | $3,423+250.2% | $5,568+115.3% | $3,952+203.4% |
| Admin fee / account holder | $19,222 | $7,213+166.5% | $16,241+18.3% | $6,261+207.0% |