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 | $319,774 | $95,415+235.1% | $185,851+72.1% | $85,851+272.5% |
| Participation rate | 96.7% | 68.8%+27.9pp | 81.7%+15.0pp | 69.3%+27.3pp |
| Annual return | 13.19% | 23.59%-10.4pp | 122.11%-108.9pp | 318.63%-305.4pp |
| Employer contribution / active EE | $9,042 | $3,314+172.8% | $5,168+74.9% | $2,565+252.4% |
| Participant deferral / active EE | $16,820 | $3,424+391.3% | $5,569+202.0% | $3,952+325.6% |
| Admin fee / account holder | $20,154 | $7,215+179.3% | $16,245+24.1% | $6,261+221.9% |