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 | $380,439 | $93,617+306.4% | $135,982+179.8% | $75,177+406.1% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 19.74% | 30.89%-11.1pp | 68.32%-48.6pp | 160.75%-141.0pp |
| Employer contribution / active EE | $14,485 | $3,538+309.4% | $4,859+198.1% | $2,671+442.3% |
| Participant deferral / active EE | $12,504 | $6,406+95.2% | $7,760+61.1% | $4,126+203.0% |
| Admin fee / account holder | $22,238 | $6,980+218.6% | $10,767+106.5% | $5,651+293.5% |