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 | $285,414 | $77,920+266.3% | $149,723+90.6% | $75,177+279.7% |
| Participation rate | 96.1% | 65.6%+30.5pp | 78.8%+17.3pp | 67.2%+28.9pp |
| Annual return | 26.64% | 31.72%-5.1pp | 134.50%-107.9pp | 160.75%-134.1pp |
| Employer contribution / active EE | $17,114 | $3,138+445.3% | $4,821+255.0% | $2,671+540.7% |
| Participant deferral / active EE | $16,567 | $3,411+385.6% | $5,682+191.5% | $4,126+301.5% |
| Admin fee / account holder | $28,609 | $5,951+380.8% | $13,215+116.5% | $5,651+406.2% |