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 | $336,035 | $110,093+205.2% | $97,295+245.4% | $145,897+130.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 19.29% | 244.76%-225.5pp | 75.62%-56.3pp | 552.29%-533.0pp |
| Employer contribution / active EE | $5,593 | $3,077+81.8% | $2,723+105.4% | $4,663+20.0% |
| Participant deferral / active EE | $10,774 | $4,678+130.3% | $4,264+152.7% | $6,689+61.1% |
| Admin fee / account holder | $25,742 | $6,212+314.4% | $5,646+355.9% | $13,390+92.2% |