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 | $359,983 | $102,422+251.5% | $147,117+144.7% | $80,959+344.6% |
| Participation rate | 91.0% | 75.9%+15.2pp | 82.2%+8.8pp | 67.7%+23.4pp |
| Annual return | 12.57% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $13,203 | $3,717+255.2% | $4,932+167.7% | $2,757+378.9% |
| Participant deferral / active EE | $11,733 | $6,652+76.4% | $8,065+45.5% | $4,300+172.8% |
| Admin fee / account holder | $48,919 | $7,953+515.1% | $12,993+276.5% | $6,925+606.4% |