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 | $372,792 | $85,766+334.7% | $136,298+173.5% | $70,126+431.6% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 14.91% | 31.46%-16.5pp | 5156.27%-5141.4pp | 73.15%-58.2pp |
| Employer contribution / active EE | $11,807 | $2,966+298.1% | $4,696+151.5% | $2,343+404.0% |
| Participant deferral / active EE | $12,458 | $5,051+146.6% | $6,247+99.4% | $3,332+273.9% |
| Admin fee / account holder | $14,427 | $5,421+166.1% | $9,244+56.1% | $4,645+210.6% |