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 | $391,668 | $89,367+338.3% | $141,191+177.4% | $72,975+436.7% |
| Participation rate | 93.2% | 75.1%+18.1pp | 82.5%+10.7pp | 69.5%+23.7pp |
| Annual return | 20.55% | 111.87%-91.3pp | 71.41%-50.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $13,561 | $3,115+335.4% | $4,736+186.3% | $2,440+455.7% |
| Participant deferral / active EE | $11,179 | $5,419+106.3% | $6,710+66.6% | $3,608+209.9% |
| Admin fee / account holder | $1,514 | $5,957-74.6% | $10,264-85.3% | $5,124-70.5% |