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 | $519,834 | $102,422+407.5% | $147,117+253.3% | $80,959+542.1% |
| Participation rate | 93.9% | 75.9%+18.0pp | 82.2%+11.7pp | 67.7%+26.2pp |
| Annual return | 16.37% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $16,634 | $3,717+347.5% | $4,932+237.2% | $2,757+503.3% |
| Participant deferral / active EE | $15,130 | $6,652+127.4% | $8,065+87.6% | $4,300+251.8% |
| Admin fee / account holder | $26,630 | $7,953+234.8% | $12,993+105.0% | $6,925+284.5% |