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 | $332,047 | $102,382+224.3% | $147,005+125.9% | $80,874+310.6% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 13.42% | 134.89%-121.5pp | 418.76%-405.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $7,325 | $3,715+97.2% | $4,934+48.5% | $2,756+165.8% |
| Participant deferral / active EE | $15,543 | $6,646+133.9% | $8,070+92.6% | $4,297+261.7% |
| Admin fee / account holder | $12,484 | $7,942+57.2% | $13,006-4.0% | $6,935+80.0% |