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 | $731,110 | $102,429+613.8% | $147,096+397.0% | $80,925+803.4% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 12.22% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $4,448 | $3,716+19.7% | $4,936-9.9% | $2,756+61.4% |
| Participant deferral / active EE | $4,802 | $6,649-27.8% | $8,071-40.5% | $4,299+11.7% |
| Admin fee / account holder | $46,797 | $7,957+488.1% | $13,005+259.8% | $6,940+574.3% |