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 | $434,661 | $105,200+313.2% | $159,474+172.6% | $85,847+406.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.15% | 45.08%-21.9pp | 263.68%-240.5pp | 318.61%-295.5pp |
| Employer contribution / active EE | $11,259 | $3,319+239.3% | $4,831+133.1% | $2,565+338.9% |
| Participant deferral / active EE | $7,325 | $5,946+23.2% | $7,353-0.4% | $3,952+85.3% |
| Admin fee / account holder | $6,385 | $6,934-7.9% | $10,802-40.9% | $6,261+2.0% |