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 | $333,420 | $89,370+273.1% | $141,197+136.1% | $72,976+356.9% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 23.25% | 111.88%-88.6pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $6,654 | $3,115+113.6% | $4,736+40.5% | $2,440+172.7% |
| Participant deferral / active EE | $12,020 | $5,419+121.8% | $6,710+79.1% | $3,608+233.2% |
| Admin fee / account holder | $64,089 | $5,957+975.9% | $10,265+524.4% | $5,124+1150.7% |