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 | $314,417 | $89,364+251.8% | $141,177+122.7% | $72,983+330.8% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 22.77% | 111.86%-89.1pp | 71.40%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $8,932 | $3,115+186.8% | $4,736+88.6% | $2,440+266.1% |
| Participant deferral / active EE | $13,253 | $5,419+144.6% | $6,710+97.5% | $3,608+267.4% |
| Admin fee / account holder | $7,874 | $5,959+32.1% | $10,263-23.3% | $5,124+53.7% |