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 | $322,942 | $98,776+226.9% | $149,745+115.7% | $79,856+304.4% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 18.64% | 27.38%-8.7pp | 276.72%-258.1pp | 31.71%-13.1pp |
| Employer contribution / active EE | $9,557 | $3,217+197.0% | $4,646+105.7% | $2,471+286.7% |
| Participant deferral / active EE | $11,261 | $5,681+98.2% | $6,843+64.6% | $3,741+201.0% |
| Admin fee / account holder | $15,920 | $6,053+163.0% | $9,312+71.0% | $5,306+200.0% |