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 | $407,048 | $58,311+598.1% | $81,882+397.1% | $80,959+402.8% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.4%+20.2pp | 67.7%+24.9pp |
| Annual return | 15.99% | 41.85%-25.9pp | 779.47%-763.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $3,890 | $2,347+65.8% | $2,916+33.4% | $2,757+41.1% |
| Participant deferral / active EE | $7,926 | $3,287+141.1% | $4,323+83.3% | $4,300+84.3% |
| Admin fee / account holder | $5,753 | $4,752+21.1% | $7,360-21.8% | $6,925-16.9% |