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 | $102,385+251.6% | $147,080+144.8% | $80,935+344.8% |
| Participation rate | 91.0% | 75.9%+15.2pp | 82.2%+8.8pp | 67.7%+23.4pp |
| Annual return | 12.57% | 135.09%-122.5pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $13,203 | $3,717+255.2% | $4,933+167.6% | $2,757+378.9% |
| Participant deferral / active EE | $11,733 | $6,651+76.4% | $8,066+45.5% | $4,299+172.9% |
| Admin fee / account holder | $48,919 | $7,951+515.2% | $12,989+276.6% | $6,924+606.5% |