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 | $283,307 | $102,385+176.7% | $147,080+92.6% | $80,935+250.0% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 15.31% | 135.09%-119.8pp | 420.17%-404.9pp | 35.66%-20.3pp |
| Employer contribution / active EE | $6,989 | $3,717+88.0% | $4,933+41.7% | $2,757+153.5% |
| Participant deferral / active EE | $17,480 | $6,651+162.8% | $8,066+116.7% | $4,299+306.6% |
| Admin fee / account holder | $18,924 | $7,951+138.0% | $12,989+45.7% | $6,924+173.3% |