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 | $338,563 | $102,422+230.6% | $147,117+130.1% | $80,959+318.2% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 15.94% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $27,341 | $3,717+635.5% | $4,932+454.3% | $2,757+891.6% |
| Participant deferral / active EE | $22,368 | $6,652+236.3% | $8,065+177.4% | $4,300+420.1% |
| Admin fee / account holder | $2,594 | $7,953-67.4% | $12,993-80.0% | $6,925-62.5% |