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 | $351,477 | $58,311+502.8% | $81,882+329.2% | $80,959+334.1% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.4%+24.6pp | 67.7%+29.3pp |
| Annual return | 15.30% | 41.85%-26.6pp | 779.47%-764.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $11,923 | $2,347+408.1% | $2,916+308.9% | $2,757+332.4% |
| Participant deferral / active EE | $11,172 | $3,287+239.9% | $4,323+158.4% | $4,300+159.8% |
| Admin fee / account holder | $9,664 | $4,752+103.4% | $7,360+31.3% | $6,925+39.5% |