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 | $349,436 | $102,429+241.1% | $147,096+137.6% | $80,925+331.8% |
| Participation rate | 93.8% | 75.9%+18.0pp | 82.2%+11.6pp | 67.7%+26.2pp |
| Annual return | 14.83% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $19,137 | $3,716+415.0% | $4,936+287.7% | $2,756+594.3% |
| Participant deferral / active EE | $14,172 | $6,649+113.2% | $8,071+75.6% | $4,299+229.7% |
| Admin fee / account holder | $40,957 | $7,957+414.7% | $13,005+214.9% | $6,940+490.1% |