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 | $320,995 | $84,236+281.1% | $170,439+88.3% | $70,124+357.8% |
| Participation rate | 96.9% | 70.8%+26.0pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 14.72% | 23.06%-8.3pp | 205.94%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $10,779 | $3,387+218.2% | $5,433+98.4% | $2,342+360.1% |
| Participant deferral / active EE | $12,055 | $3,086+290.6% | $4,939+144.0% | $3,332+261.8% |
| Admin fee / account holder | $88,632 | $5,698+1455.4% | $13,881+538.5% | $4,645+1808.0% |