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 | $524,202 | $107,368+388.2% | $92,915+464.2% | $152,909+242.8% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 22.52% | 145.64%-123.1pp | 109.45%-86.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $17,284 | $4,222+309.3% | $3,653+373.1% | $4,764+262.8% |
| Participant deferral / active EE | $7,413 | $4,848+52.9% | $4,238+74.9% | $5,851+26.7% |
| Admin fee / account holder | $4,538 | $7,082-35.9% | $5,796-21.7% | $11,601-60.9% |