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 | $466,163 | $102,422+355.1% | $147,117+216.9% | $80,959+475.8% |
| Participation rate | 90.3% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 15.65% | 135.16%-119.5pp | 420.54%-404.9pp | 35.67%-20.0pp |
| Employer contribution / active EE | $14,870 | $3,717+300.0% | $4,932+201.5% | $2,757+439.3% |
| Participant deferral / active EE | $14,628 | $6,652+119.9% | $8,065+81.4% | $4,300+240.2% |
| Admin fee / account holder | $11,251 | $7,953+41.5% | $12,993-13.4% | $6,925+62.5% |