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 | $349,055 | $98,776+253.4% | $149,745+133.1% | $79,856+337.1% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 15.42% | 27.38%-12.0pp | 276.72%-261.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $8,143 | $3,217+153.1% | $4,646+75.3% | $2,471+229.5% |
| Participant deferral / active EE | $13,037 | $5,681+129.5% | $6,843+90.5% | $3,741+248.5% |
| Admin fee / account holder | $16,698 | $6,053+175.9% | $9,312+79.3% | $5,306+214.7% |