Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $378,986 | $78,690+381.6% | $161,489+134.7% | $87,485+333.2% |
| Participation rate | 86.8% | 67.5%+19.3pp | 78.7%+8.1pp | 68.9%+17.9pp |
| Annual return | 19.61% | 32.74%-13.1pp | 89.72%-70.1pp | 26.06%-6.4pp |
| Employer contribution / active EE | $17,243 | $2,588+566.2% | $4,268+304.0% | $2,596+564.2% |
| Participant deferral / active EE | $14,856 | $3,311+348.7% | $5,630+163.9% | $4,274+247.6% |
| Admin fee / account holder | $14,289 | $6,724+112.5% | $16,006-10.7% | $7,775+83.8% |