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 | $429,594 | $118,875+261.4% | $96,572+344.8% | $167,553+156.4% |
| Participation rate | 88.2% | 75.5%+12.7pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 11.64% | 50.50%-38.9pp | 37.79%-26.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $3,659 | $3,121+17.3% | $2,357+55.2% | $4,840-24.4% |
| Participant deferral / active EE | $12,054 | $4,617+161.1% | $3,850+213.1% | $6,343+90.0% |
| Admin fee / account holder | $28,686 | $8,070+255.5% | $6,183+363.9% | $12,316+132.9% |