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 | $333,951 | $70,366+374.6% | $66,674+400.9% | $138,895+140.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 21.71% | 386.41%-364.7pp | 321.24%-299.5pp | 145.39%-123.7pp |
| Employer contribution / active EE | $3,012 | $2,765+8.9% | $2,620+15.0% | $4,194-28.2% |
| Participant deferral / active EE | $14,275 | $4,374+226.4% | $4,084+249.5% | $6,396+123.2% |
| Admin fee / account holder | $23,011 | $5,262+337.3% | $5,098+351.4% | $12,562+83.2% |