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 | $424,141 | $89,367+374.6% | $141,191+200.4% | $72,975+481.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 21.99% | 111.87%-89.9pp | 71.41%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $7,441 | $3,115+138.9% | $4,736+57.1% | $2,440+205.0% |
| Participant deferral / active EE | $7,221 | $5,419+33.3% | $6,710+7.6% | $3,608+100.2% |
| Admin fee / account holder | $16,889 | $5,957+183.5% | $10,264+64.5% | $5,124+229.6% |