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 | $332,877 | $105,200+216.4% | $159,474+108.7% | $85,847+287.8% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.7pp | 69.3%+19.2pp |
| Annual return | 14.29% | 45.08%-30.8pp | 263.68%-249.4pp | 318.61%-304.3pp |
| Employer contribution / active EE | $9,918 | $3,319+198.9% | $4,831+105.3% | $2,565+286.6% |
| Participant deferral / active EE | $9,240 | $5,946+55.4% | $7,353+25.7% | $3,952+133.8% |
| Admin fee / account holder | $18,984 | $6,934+173.8% | $10,802+75.7% | $6,261+203.2% |