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 | $432,872 | $183,592+135.8% | $155,567+178.3% | $145,959+196.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 15.78% | 61.24%-45.5pp | 64.74%-49.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $15,752 | $5,315+196.4% | $4,674+237.0% | $4,661+238.0% |
| Participant deferral / active EE | $13,956 | $6,464+115.9% | $5,628+148.0% | $6,689+108.7% |
| Admin fee / account holder | $6,960 | $19,318-64.0% | $15,916-56.3% | $13,398-48.1% |