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 | $439,747 | $102,429+329.3% | $147,096+199.0% | $80,925+443.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 14.77% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $6,149 | $3,716+65.5% | $4,936+24.6% | $2,756+123.1% |
| Participant deferral / active EE | $10,228 | $6,649+53.8% | $8,071+26.7% | $4,299+137.9% |
| Admin fee / account holder | $18,847 | $7,957+136.9% | $13,005+44.9% | $6,940+171.6% |